Burton Enright Welch provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Burton Enright Welch reports 652 clients. They include 371 high-net-worth individuals, 241 individual clients, and 40 pension and profit-sharing plans. Of its assets, 90.7% ($1.41B across 2,312 accounts) are managed with discretion; $145M across 38 accounts are not. Of its clients, 1% are outside the U.S. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 7% |
| High-net-worth individuals | 57% | 82% |
| Pension and profit-sharing plans | 6% | 10% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 241 | $109M | 7.0% | $451K |
| High-net-worth individuals | 371 | $1.28B | 82.4% | $3.45M |
| Pension and profit-sharing plans | 40 | $161M | 10.3% | $4.02M |
| Corporations and other businesses | Fewer than 5 | $3.89M | 0.3% | — |
| Total | 652 | $1.55B | 100% | — |
- Clients
- 241
- Regulatory AUM
- $109M
- AUM share
- 7.0%
- Avg. per client
- $451K
- Clients
- 371
- Regulatory AUM
- $1.28B
- AUM share
- 82.4%
- Avg. per client
- $3.45M
- Clients
- 40
- Regulatory AUM
- $161M
- AUM share
- 10.3%
- Avg. per client
- $4.02M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.89M
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 652
- Regulatory AUM
- $1.55B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Burton Enright Welch charges 0.30%–1.50% a year for its Standard tiered fee schedule. The fee is billed in advance or in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are billed hourly at $350 or as a flat fee generally from $2,500 to $10,000, with a 50% retainer.
PMB Asset Management owns 25% to 50% of Burton Enright Welch. The leadership team of Burton Enright Welch includes Chief Compliance Officer Benjamin Peters. It has 19 employees, 11 of them in advisory roles.
Leadership
- Benjamin PetersChief Compliance Officer
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
- Eugene Daniel Binunsky
- Peter Michael Burton
- Gerwin de Haan
- Robert Daniel Enright
- David Anthony Espineira
- Christopher Stephen Hughes
- Annie Claire Klopstock
- Sydney Irene Kovacs
- Benjamin Ross Peters
- Kelly Metzler Randall
- Alex Kyle Soderberg
- Jeremy Adam Welch
Staff
- 19 employees
- 11 in advisory functions
- 11 state-registered reps
- 2 insurance agents
- Owns 75% or more of Burton Enright Welch
Peter Burton
Control person · since January 2010
- Owns 75% or more of Burton Enright Welch
Kelly Metzler
since April 2024
- Owns 75% or more of Burton Enright Welch
Christopher Hughes
since April 2024
- Owns 25% to 50% of Burton Enright Welch
PMB Asset Management
Control person · since January 2010
- Owns 25% to 50% of Burton Enright Welch
Rde Asset Management
Control person · since January 2010
- Owns 75% or more of Rde Asset Management
Robert Enright
Control person · since January 2010
- Owns 25% to 50% of Burton Enright Welch
Jaw Asset Management
Control person · since January 2010
- Owns 75% or more of Jaw Asset Management
Jeremy Welch
Control person · since January 2010
- Owns 10% to 25% of Burton Enright Welch
BRP Asset Management
since April 2021
- Owns 75% or more of BRP Asset Management
Benjamin Peters
Control person · since April 2021
Burton Enright Welch’s regulatory assets grew 1.8× from $870M (April 2021) to $1.55B (July 2026); clients rose from 530 to 652 and employees from 11 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.55B | 652 | 19 | 1 |
| February 2025 | $1.25B | 642 | 17 | 1 |
| May 2024 | $1.13B | 620 | 16 | 1 |
| March 2023 | $923M | 597 | 17 | 1 |
| June 2022 | $1.04B | 551 | 16 | 1 |
| April 2021 | $870M | 530 | 11 | 1 |
Besides its headquarters, Burton Enright Welch has 0 offices, with 1 listed address in California.
California · 1 listed address
- 1850 MT. Diablo Boulevard, Suite 335, Walnut CreekHQ
Contact and registration details
- Legal name
- Burton Enright Welch
- Headquarters
- 1850 MT. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596
- Website
- bewinvest.com
- Phone
- 925-932-8010
- @burton-enright-welch
- SEC file
- 801-68890
- Structure
- California partnership
- Fiscal year end
- December
Burton Enright Welch uses Charles Schwab ($1.38B) as custodian for its separately managed accounts. Burton Enright Welch does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.38B100%
At year end, Burton Enright Welch’s separately managed accounts were mostly in stocks (53%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $852M across 136 positions; the largest are Dimensional ETF Trust (20.7%), American Centy ETF TR (7.4%) and American Centy ETF TR (6.7%).
What the accounts hold
- Stocks53%
- Funds43%
- Bonds1%
- Cash3%
Reported 13F holdings
- $852M
- Reported 13F value
- 136
- Positions
- 67.8%
- In the 10 largest
- +15.8%
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF20.7%
- American Centy ETF TR · US Sml CP Valu7.4%
- American Centy ETF TR · Intl Smcp Vlu6.7%
- Vanguard Charlotte Fds · Total Int BD ETF6.7%
- Dimensional ETF Trust · US High Prof ETF5.9%
- Dimensional ETF Trust · Intl Core Equity5.4%
- Dimensional ETF Trust · Emerging Mkts CO5.1%
- American Centy ETF TR · US EQT ETF4.0%
- Vanguard Malvern Fds · Core BD ETF3.4%
- Vanguard Malvern Fds · Strm Infproidx2.5%
Together, the ten largest are 67.8% of reported value.
How many clients does Burton Enright Welch have?
Burton Enright Welch has 652 clients and manages $1.55 billion for them, as of July 2026. They include 371 high-net-worth individuals, 241 individual clients, and 40 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 July 2026
What services does Burton Enright Welch offer?
Burton Enright Welch provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Burton Enright Welch charge?
Burton Enright Welch charges 0.30%–1.50% a year for its Standard tiered fee schedule. The fee is billed in advance or in arrears.
Source: BURTON ENRIGHT WELCH FORM ADV PART 2A - MARCH 2026, filed 23 March 2026
Which custodians does Burton Enright Welch use?
Burton Enright Welch’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.38B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026
How many financial advisors does Burton Enright Welch have?
Burton Enright Welch has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Burton Enright Welch invest in?
At the end of its last fiscal year, Burton Enright Welch’s separately managed accounts held 53% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Burton Enright Welch?
Burton Enright Welch is owned through holding companies by Robert Enright, Jeremy Welch and Benjamin Peters. Its direct owners are PMB Asset Management (25% to 50%), Rde Asset Management (25% to 50%), Jaw Asset Management (25% to 50%), BRP Asset Management (10% to 25%), Peter Burton (75% or more), Kelly Metzler (75% or more) and Christopher Hughes (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 July 2026
How does Burton Enright Welch get paid?
Burton Enright Welch is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Burton Enright Welch registered with the SEC?
Yes, Burton Enright Welch has been registered with the SEC as an investment adviser since 11 March 2008. Its CRD number is 118376 and its SEC file number is 801-68890.
Source: Form ADV Part 1A, Item 1, filed 29 July 2026; IAPD firm record
How do I contact Burton Enright Welch?
Burton Enright Welch’s main office is at 1850 MT. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596. Its phone number is 925-932-8010. Its website is bewinvest.com.