This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.6BItem 5.F on the latest filing (2026-07-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.4B

Private client RAUM

$1.4BderivedItem 5.D individuals plus high net worth individuals

Private client share

89%derivedprivate client RAUM over total RAUM

Advisors on IAPD

12

RAUM per advisor

$129Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

19

Advisory employees

11

Offices

0Schedule D 1.F, beyond the principal office

Accounts

2,350

Individual clients

241

High net worth clients

371

SEC number

801-68890

CRD

118376

Filings on the tape

32

First filed

Mar 20, 2012

Latest filed

Jul 29, 2026

Organised

Partnership, CA

Website

bewinvest.com

• Occurred

  Mar 7, 2025
  Advisor changed firm

  Thomas Darcy Owens left Burton Enright Welch for Roof Eidam Maycock Peralta Llc (registered 2025-04-02)

  Form ADVobserved 4 days ago
• Occurred

  Jan 31, 2024
  Advisor changed firm

  Marisa Anne Heiden left Burton Enright Welch for Mission Creek Capital Partners, Inc. (registered 2024-06-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:88ebffa2-3aaa-3f65-c6f6-ce63c7b33cc5

First observed

Mar 20, 2012

Last observed

Jul 29, 2026 52 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.