Walnut Creek, CA North California Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Burton Enright Welch
Team
Firm-wide stats for Burton Enright Welch
Clients per advisor
51 TypicalAvg AUM per client
$2,268,683 Very HighHNW client ratio
61% Very HighAbout
Burton Enright Welch works with individuals, families, trusts and estates, pension and profit‑sharing plans, and business entities, delivering investment management, financial planning, and retirement plan (401(k)) consulting as described in its Form ADV. The brochure states the firm manages diversified portfolios that may include mutual funds, ETFs, individual stocks and bonds, options and other public and private securities, and reports total AUM of roughly $1.55 billion across about 612 client relationships.
The firm describes a documented, four‑step disciplined process—target allocation, active asset allocation, a mix of active and passive managers, and ongoing monitoring—and typically memorializes client goals in an Investment Policy Statement with at least quarterly portfolio reviews. Burton Enright Welch discloses it acts as a fiduciary, uses third‑party research alongside fundamental analysis, and implements strategies either directly or through third‑party platforms while recommending custody at Charles Schwab.
Noteworthy disclosures in the brochure include the firm’s use of client testimonials in advertising and its single‑office model managing over $1.5 billion, which is less common for firms of comparable scale. The brochure also highlights that certain principals maintain insurance licenses to service legacy policies without commission, and it discloses referral arrangements and receipt of custodial/support services from Schwab—matters the firm notes can create potential conflicts of interest.
Based on Burton Enright Welch
Expertise
Based on Burton Enright Welch
Location
1333 North California Blvd., Suite 140
Walnut Creek CA 94596
Advisors at this office
3
Advisors at this office
Peter B
ChFC®, Series 63, Series 65
Walnut Creek, CA
Burton Enright Welch
Peter Burton is a ChFC® credentialed financial advisor with 26 years of industry experience, currently with Burton Enright Welch since 2010. The firm is based in Walnut Creek, CA, and Burton provides financial planning services including life insurance analysis and referrals to estate planning attorneys. Burton Enright Welch serves individuals, families, trusts, estates, and business entities, managing approximately $1.246 billion in assets. The firm employs a disciplined four-step investment process combining active and passive strategies, offering tailored portfolio management and specialized planning services.
Robert E
CFP®, Series 63, Series 65
Walnut Creek, CA
Burton Enright Welch
Robert Enright is a CFP® professional with 26 years of experience in financial advising. He has been with Burton Enright Welch since 2010. Outside of his advisory role, he serves as a board member for Saint Ignatius College Prep in San Francisco. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, and various business entities. The firm manages approximately $1.246 billion in assets and employs a disciplined four-step investment process combining active and passive strategies tailored to client objectives.
Jeremy W
CFP®, Series 63, Series 65
Walnut Creek, CA
Burton Enright Welch
Jeremy Welch is a CFP® professional with 18 years of industry experience, currently serving as a partner at Burton Enright Welch since 2010. He holds Series 63 and Series 65 licenses and is based in Walnut Creek, CA. Burton Enright Welch provides investment management, financial planning, and retirement-plan consulting to individuals, families, trusts and estates, pension and profit-sharing plans, corporations, and other business entities. The firm manages approximately $1.246 billion in assets for around 610 clients, utilizing a disciplined investment process that combines active and passive strategies with ongoing monitoring and tailored portfolio management.
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