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BURTON WEALTH MANAGEMENT
DONALD E. BURTON, LLC
CRD 171381
14358 N FRANK LLOYD WRIGHT BLVD., SUITE 8, SCOTTSDALE, AZ, 85260, United States
Phone
480-629-8144
Fax
480-629-8184
Registration
— (—)
Source
State registered
Total AUM
$43.1M
Discretionary AUM
$43.1M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $17.4M |
| High net worth individuals | 29 | $25.7M |
All web addresses on file
Official SEC filing: View on IAPD