Burton Enright Welch
● SEC registered since 2008CRD 118376SEC# 801-68890Walnut Creek, CA
Reg. AUM
$1.55B
Employees
19
Accounts
2,350
Location
Walnut Creek, CA
Burton Enright Welch assets under management
Burton Enright Welch is an SEC-registered investment adviser based in Walnut Creek, CA. The firm has been registered since 2008. It reports $1.6 billion in regulatory assets under management and employs 19 people.
Burton Enright Welch owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Ross Peters | Chief Compliance Officer | Under 5% | 2015 |
| Brp Asset Management | Partner | 10-25% | 2021 |
| Csh Asset Management | Partner | Under 5% | 2024 |
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Burton Enright Welch manage?
Burton Enright Welch reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Burton Enright Welch have?
Burton Enright Welch reports 19 employees.
Where is Burton Enright Welch located?
Burton Enright Welch is based in Walnut Creek, CA and has been SEC-registered since 2008.
Does Burton Enright Welch disclose fund performance?
Burton Enright Welch is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA 94596 |
| Phone | (925) 932-8010 |
| Fax | (925) 932-8048 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.55B▲ 25%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.41BNon-discretionary $144.8M