Burton Enright Welch
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 118376
- SEC number
- 801-68890
- Firm type
- RIA
- Assets under management
- $1.6B as of Mar 23, 2026
- Website
- www.bewinvest.com ↗
- Phone
- (925) 932-8010
- Address
- 1850 Mt. Diablo Boulevard, Walnut Creek, CA, 94596
Advisors at this firm
11 in our index · page 1 of 1
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Peter Michael BurtonCRD 1609642 · Walnut Creek, CAIA Registered
-
Robert Daniel EnrightCRD 736439 · Walnut Creek, CAIA Registered
-
David Anthony EspineiraCRD 5848324 · Walnut Creek, CAIA Registered
-
Christopher Stephen HughesCRD 5095941 · Walnut Creek, CAIA Registered
-
Annie Claire KlopstockCRD 7453326 · Walnut Creek, CAIA Registered
-
Sydney Irene KovacsCRD 7435930 · Walnut Creek, CAIA Registered
-
Benjamin Ross PetersCRD 6260565 · Walnut Creek, CAIA Registered
-
Kelly Metzler RandallCRD 5932738 · Walnut Creek, CAIA Registered
-
Alex Kyle SoderbergCRD 7504281 · Walnut Creek, CAIA Registered
-
Jeremy Adam WelchCRD 4812552 · Walnut Creek, CAIA Registered
-
Gerwin De HaanCRD 7892274 · Walnut Creek, CAIA Registered
1–11 of 11
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 118376 ↗
FINRA BrokerCheck record for firm CRD 118376 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.