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Burton Wealth Management

Burton Wealth Management. CRD 171381

B

CRD: 171381

Burton Wealth Management

Scottsdale, AZ, 85260
4806298144
www.burtonwealth.com
$43.1M Total AUM
$43.1M Disc. AUM
-- 3Y CAGR
2 Employees
92 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
LPL Financial
Clients
Retail
Platforms
--
Established Date
08-07-2014
Office Locations
1

Office Locations

14358 N Frank Lloyd Wright Blvd. Suite 8 Scottsdale AZ

About Burton Wealth Management

Burton Wealth Management is a Scottsdale, AZ-based firm providing comprehensive financial planning and strategic wealth management, including hands-on investment management focused on managing portfolio risk and pursuing client-defined milestones. Services span retirement and college planning, asset allocation, estate planning, and insurance guidance. The practice works on the LPL Financial platform and includes a CFP professional.

Team overview

-- AVG AGE
$21.6M AVG AUM / ADVISOR
$468.7K AVG AUM / CLIENT
12 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Summit alpha

Client Personas

Zenith

Custodian

Vector glacier

Investment Themes

Signal catalyst Timber alpha

Investment Vehicles

Pathway

Services

Alpha beacon North pioneer Matrix prime Eagle vertex Peak meridian Capital Wave

Owner & Executives

D

DONALD EDWIN BURTON II

Chief Compliance Officer, Principal

CRD
#2009443
Ownership
Less than 5%
(554) 342-6049
unison.north@legacycapital.com
in linkedin.com/in/quantum-legacy

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Contacts

A

ANNE FRANCES BURTON

Certified Financial Planner

CRD
#5148502
(904) 496-2979
element.vector@insightcapital.com
in linkedin.com/in/element-vertex

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $43,117,997 --
Non-Discretionary $0 --
Total $43,117,997 --

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Separately Managed Accounts

Total SMA Asset: $43,117,997

$43.1M Total SMA
Public Funds:
25.3%
Equity - Exchange:
28.7%
Cash:
46.0%
Asset class Assets Assets %
Public Funds $480,374,651 25.3%
Equity - Exchange $544,930,929 28.7%
Cash $873,408,457 46.0%
Total $1,898,714,037 100.0%

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