BURTON ENRIGHT WELCH

RIASEC RegisteredEst. 2008

Total AUM

$1.6B

Discretionary

$1.4B

91% of AUM

Avg account

$661K

Accounts

2,350

Employees

Advisory reps

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

FINTRX

Overview

Burton Enright Welch is an independent, partnership-run registered investment adviser that has been SEC-registered since 2008. The firm serves both individuals/families and institutional clients and acts as a capital allocator, blending fee models that include a percentage of assets under management alongside hourly and fixed-fee engagements. Its client-facing services, as reported on regulatory filings, include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm was recognized in FA Magazine’s 2020 list of Top RIA Firms. Its custodian relationships and public filings indicate a tilt toward equity management and third-party fund allocation rather than an exclusively proprietary product model.