# Burton Wealth Management

> Burton Wealth Management is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 171381
- Filed as: BURTON WEALTH MANAGEMENT
- Legal name: Donald E. Burton, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/171381
- AdvisorCensus page: https://advisorcensus.com/firm/burton-wealth-management-scottsdale-az-171381

## Quick answers

**How is Burton Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Burton Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Burton Wealth Management located?**
Burton Wealth Management's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Burton Wealth Management registered with the SEC or a state?**
Burton Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 171381.

**How much does Burton Wealth Management manage?**
Burton Wealth Management reports $43,117,997 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Burton Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (29).

**Does Burton Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/171381

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,117,997
- Discretionary: $43,117,997
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $17,403,766 |
| High net worth individuals | 29 | $25,714,231 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- burtonwealth.com
- Facebook @LPLFINANCIALDONBURTON
- LinkedIn @burtonwealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Burton Wealth Management (CRD 171381): Form ADV filing data as of October 2026.