Burton Enright Welch

RIASEC RegisteredEst. 2008
Total AUM
$1.6B
Discretionary
$1.4B
91% of AUM
Avg account
$661K
Accounts
2,350
Employees
19
Advisory reps
11

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 registered investment adviser operating as a partnership and registered with the SEC since 2008. The firm acts as a capital allocator for both individual/family and institutional clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Primary advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not position itself as an active ESG investor. In 2020 Burton Enright Welch was listed by FA Magazine among Top RIA Firms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 53%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 3%, US Government Bonds 1%53%
  • Exchange Traded Equities53%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Benjamin Peters

    Benjamin Peters

    Lead Advisor and Chief Compliance OfficerCRD 6260565

Contacts

3 of 10
  • Alex Soderberg

    Alex Soderberg

    Associate AdvisorCRD 7504281

  • Peter Burton

    Peter Burton

    SENIOR ADVISOR, PRINCIPALCRD 1609642

  • David Espineira

    David Espineira

    Associate AdvisorCRD 5848324

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$778M in ETFs

Passive

16%

$123M

Active

83%

$655M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)DimensionalActiveLarge Blend$176M3,976,63222.68%
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Location

Primary office

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

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