Wealth manager, independent · Walnut Creek, CA
Burton Enright Welch
SEC-registered investment adviser · CRD 118376 · SEC 801-68890
At a glance
Burton Enright Welch is an SEC-registered investment adviser based in Walnut Creek, California, with $1.6B in regulatory assets under management as of its Form ADV filed July 29, 2026. It reports 612 individual clients, 371 of them high-net-worth, holding an average of about $2.3 million each, and 19 employees. That ranks it 697th among the nation’s 5,657 independent wealth management RIAs and 83rd of 714 in California. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 925-932-8010bewinvest.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #697 of 5,657
- Rank among all SEC RIAs
- #4,171 of 17,210
- Rank in California
- #83 of 714
- Individual clients
- 612
- High-net-worth clients
- 371
- Accounts
- 2,350
- Discretionary
- 91% of AUM
- Employees
- 19
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Benjamin R. PetersChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Burton Enright Welch reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 371 | $1.3B | 82% |
| Pension and profit sharing plans | 40 | $161M | 10% |
| Individuals | 241 | $109M | 7% |
| Corporations or other businesses | – | $4M | <1% |
Disciplinary disclosures
Burton Enright Welch reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗bewinvest.com ↗
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The full record on Burton Enright Welch
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,458 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Provenio CapitalNewport Beach | $1.6B | 94 |
| Telos Capital Management, Inc.SAN Diego | $1.6B | 924 |
| Pasadena Private Wealth, LLCPasadena | $1.6B | 432 |
| Regatta Capital Group, LLCEL Segundo | $1.6B | 1,088 |
| Benefit Financial Services GroupIrvine | $1.5B | 861 |
| Tamar Securities, LLCWoodland Hills | $1.5B | 4,198 |
Background
Questions
How much does Burton Enright Welch manage?
Burton Enright Welch reports $1.6B in regulatory assets under management across 2,350 accounts, 91% of it on a discretionary basis, on its Form ADV filed July 29, 2026.
How many clients does Burton Enright Welch have?
It reports 612 individual clients: 371 high-net-worth individuals and 241 other individuals. Individuals account for about 89% of its regulatory assets.
Where is Burton Enright Welch headquartered?
Its main office is in Walnut Creek, California. It reports 1 office in total and 19 employees, 11 of whom perform investment advisory functions.
How does Burton Enright Welch charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Burton Enright Welch use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed July 29, 2026, it reports these amounts held: Charles Schwab ($1.4B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Burton Enright Welch a hybrid RIA with a broker-dealer?
Burton Enright Welch reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Burton Enright Welch a fiduciary?
As an SEC-registered investment adviser, Burton Enright Welch owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Burton Enright Welch’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →