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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-08-2002
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between February 19, 2025 and July 29, 2026, reported AUM increased 24.7%, from $1.2B to $1.6B.
Across 5 reported observations, AUM increased 50.0% between June 27, 2022 and July 29, 2026, from $1.0B to $1.6B.
Of the latest reported AUM, 90.7% is discretionary and 9.3% is non-discretionary.
The firm reports 11 advisory representatives and 655 clients, or 59.5 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 2 reported office locations and 24 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BENJAMIN ROSS PETERS
Chief Compliance Officer, Lead Advisor, Principal
- CRD
- #6260565
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Eugene Daniel Binunsky
--
- CRD
- #8312509
PETER MICHAEL BURTON
Owner
- CRD
- #1609642
Showing 2 of 12 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Burton Enright Welch has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Burton Enright Welch's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.