$1.6B Total AUM
$1.4B Disc. AUM
19.0% 3Y CAGR
19 Employees
655 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Timber matrixTimber +more
- Established Date
- 05-08-2002
- Office Locations
- 2
Office Locations
1333 North California Blvd. Suite 140 Walnut Creek CA
1850 Mt. Diablo Boulevard Suite 335 Walnut Creek CA
About Burton Enright Welch
Walnut Creek, CA-based Burton Enright Welch (BEW) is a fee-only, 100% employee-owned advisory firm serving individuals, families, and businesses. With 35+ years guiding clients, the team designs diversified, tax-optimized portfolios alongside ongoing financial planning, meeting regularly to reassess and adapt. BEW is recognized as a 2024 Top 25 Wealth Management Firm by the San Francisco Business Times.
Team overview
45 AVG AGE
$141.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
10 yrs AVG TENURE
19 Employees
11 Advisory Reps
11 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Timber pathway Zenith Vertex focus
Client Personas
Eagle vital
Custodian
Ridge Foundation eagle Legacy meridian Eagle vertex Legacy optima Matrix unison Legacy
Investment Themes
Signal North prime Timber zenith Pioneer
Investment Vehicles
Fusion zenith Focus
Platform
Crest focus Legacy eagle
Services
Zenith value Bridge Element legacy Value Beacon Catalyst element Ember capital Prime matrix Delta bridge Ember Summit crest
Technology
Eagle delta Timber Momentum insight Harbor beacon Ridge
Owner & Executives
BENJAMIN ROSS PETERS
Chief Compliance Officer, Lead Advisor, Principal
- CRD
- #6260565
- Ownership
- Less than 5%
(658) 566-3798
meridian.timber@meridiancapital.com
in linkedin.com/in/peak-unison
Showing 1 of 1 owners & executives
Unlock allContacts
PETER MICHAEL BURTON
Owner
- CRD
- #1609642
(710) 378-4656
wave.catalyst@vectorcapital.com
in linkedin.com/in/momentum-ember
Gerwin de Haan
Financial Planning Associate
- CRD
- #7892274
(962) 407-1561
oak.quantum@elementcapital.com
in linkedin.com/in/horizon-catalyst
B
Bridge element
Alpha matrix vertex
- CRD
- #11389
(929) 617-2617
summit.peak@embercapital.com
in linkedin.com/in/peak-optima
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,408,307,907 | $609,130 |
| Non-Discretionary | $144,755,632 | $3,809,359 |
| Total | $1,553,063,539 | $660,878 |
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Separately Managed Accounts
Total SMA Asset: $1,553,063,539
Equity - Exchange:
36.3% Public Funds:
24.4% Cash:
8.7% U.S. Government/Agency:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,877,837,583 | 36.3% |
| Public Funds | $1,934,414,243 | 24.4% |
| Cash | $689,729,669 | 8.7% |
| U.S. Government/Agency | $2,425,945,730 | 30.6% |
| Total | $7,927,927,225 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FOUNDATION RIDGE | OPTIMA VECTOR | C5M6EQJVV | IXW | 2.24% | $35,091,403 |
| FOCUS VERTEX PATHWAY | UNISON LEGACY | 140O8OWTO | LAT | 0.64% | $108,392,536 |
| LEGACY MOMENTUM BEACON | QUANTUM VECTOR | 1YIZ490YG | VPYJ | 12.14% | $63,589,530 |
| VALUE OPTIMA | DELTA QUANTUM | AJW56R99F | TXGAA | 4.87% | $55,322,060 |
| VITAL EMBER | ALPHA VALUE | 5C644CDXR | FINB | 3.13% | $88,012,522 |
| DELTA HORIZON QUANTUM | CAPITAL EMBER | UEWGICTW7 | BZG | 11.57% | $17,101,128 |
| SUMMIT MATRIX | ELEMENT UNISON | W9D0AIBCX | MRZ | 1.34% | $26,566,915 |
| PIONEER CREST PIONEER | ATLAS VALUE | JKF25VMSM | WZV | 9.25% | $2,226,043 |