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Burton Enright Welch Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Burton Enright Welch is an investment management firm based in Walnut Creek, California. Since 1989, it has offered financial planning and investment management services that emphasize straightforward, personalized guidance for clients, aiming to address their unique financial needs. The company serves individuals seeking structured planning and oversight of their investments within the investment management sector, positioning itself as a regional provider in the San Francisco Bay Area. With a team operating in a mid-sized capacity, BEW has earned recognition in the industry, including being listed by the Financial Times as a Top 300 Registered Investment Adviser for consecutive years. A notable recent development is the firm’s continued acknowledgment in the RIA landscape, reflecting its ongoing involvement in the fiduciary and advisory space.

Find Burton Enright Welch employees' phone numbers or email addresses

Burton Enright Welch Global Highlights

Location
Employees

North America
33

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  • United States Of America
    33

Burton Enright Welch's Leadership

  • Stylized image of a person
    J. E.
    Chief Executive Officer
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  • Stylized image of a person
    B. E.
    Owner
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  • Stylized image of a person
    D. E. C. C.
    Retirement Plan Advisor
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  • Stylized image of a person
    K. M.
    Advisor
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  • Stylized image of a person
    S. B.
    Financial Advisor
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  • Stylized image of a person
    S. K.
    Financial Advisor
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Burton Enright Welch Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Burton Enright Welch

Name
Title
Contact Info
Location
Last Update
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    B. E.
    Owner
    Phone icon
    Jun 24, 2025
  • Stylized image of a person
    J. E.
    Chief Executive Officer
    Phone icon
    Aug 01, 2026
  • Stylized image of a person
    D. E. C. C.
    Retirement Plan Advisor
    Phone icon
    Apr 09, 2026
  • Stylized image of a person
    K. M.
    Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. B.
    Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. K.
    Financial Advisor
    Phone icon
    Apr 09, 2026

Frequently Asked Questions

What is Burton Enright Welch known for?

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Burton Enright Welch was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Burton Enright Welch's company overview page for more information.

What is Burton Enright Welch's most common email format?

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Burton Enright Welch employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Burton Enright Welch email formats with LeadIQ.

How many employees does Burton Enright Welch have currently?

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Burton Enright Welch has approximately 19 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Burton Enright Welch's key employees and leadership?

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As of July 2026, Burton Enright Welch's key employees include:

  • Chief Executive Officer: J. E.
  • Owner: B. E.
  • Retirement Plan Advisor: D. E. C. C.
  • Advisor: K. M.
  • Financial Advisor: S. B.

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