Burton Enright Welch
Firm details
- Headquarters
- Walnut Creek, California
- CRD number
- 118376
- Registered since
- March 11, 2008
- Website
- www.bewinvest.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.41%
- Pension & Profit Sharing Plans10.35%
- Individuals6.99%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Burton Enright Welch is an independent, partnership-structured registered investment adviser that has been SEC-registered since 2008. The firm serves both individual and family clients and institutional accounts, and positions itself as a capital allocator that selects external managers alongside managing client portfolios. Core services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Their fee arrangements combine assets-under-management fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Burton Enright Welch appeared on FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1
Benjamin Peters
Lead Advisor and Chief Compliance OfficerCRD 6260565
Contacts
3 of 11
Alex Soderberg
Associate AdvisorCRD 7504281
Peter Burton
SENIOR ADVISOR, PRINCIPALCRD 1609642
David Espineira
Associate AdvisorCRD 5848324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$778M in ETFs
16%
$123M
83%
$655M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $176M | 3,976,632 | 22.68% |
Location
Walnut Creek, CA
Contra Costa
Location
Walnut Creek, CA
Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 1850 Mt Diablo Blvd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Capital Advantage, Inc.
RIAWalnut Creek, CA
Insignia Capital Group, L.P.
RIAWalnut Creek, CA
Gemmer Asset Management LLC
RIAWalnut Creek, CA
J.P. King Advisors, Inc.
RIAWalnut Creek, CA
Earned Wealth Advisors, LLC
RIAWalnut Creek, CA
SBJ Capital
RIAWalnut Creek, CA