DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
B••••• E•••••• W••••
Latest filing Jul 29, 2026
First filing on the tape Mar 20, 2012 · 32 filings
SEC status approved since Mar 11, 2008
RAUM
$1.6B
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
89%
$1.4B individuals and HNW
Advisors
12
registered through the firm on IAPD
RAUM per advisor
$129M
derived; firm RAUM over IAPD count
Employees
19
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$1.6B as of Jul 29, 2026
Mar 20, 2012$188M then
HNW client RAUM$1.3B as of Jul 29, 2026
Mar 29, 2018$475M then
State-registered IARs (5.B.3)11 as of Jul 29, 2026
Mar 20, 20120 then
Employees (5.A)19 as of Jul 29, 2026
Feb 6, 20136 then
Private funds: no history
RAUM +25% over the last fiscal year+19% a year over threeIARs 11 to 11
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $129MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 51derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.4MderivedHNW RAUM over HNW clients
- Average account
- $660,878derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 12.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +25%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B82%
- Pension and profit-sharing plans$161M10%
- Individuals$109M7.0%
- Corporations and businesses$3.9M0.3%
- Individual clients
- 241reported
- HNW clients
- 371reported
- Pension plan clients
- 40reported
- Charitable clients
- 0reported
- Accounts
- 2,350reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| P•••• M•••••• B•••••Chartered Financial Consultant | Walnut C••••, Ca | May 8, 2002 | 39 y | 1 |
| J••••• A••• W••••Certified Financial Planner | Walnut C••••, Ca | Jan 1, 2008 | 21 y | 1 |
| R••••• D••••• E••••••Certified Financial Planner | Walnut C••••, Ca | Jul 7, 2011 | 43 y | 1 |
| B••••••• R••• P••••• | Walnut C••••, Ca | Mar 26, 2014 | 12 y | 1 |
| K•••• M•••••• R••••••Certified Financial Planner | Walnut C••••, Ca | Feb 7, 2019 | 15 y | 0 |
| C••••••••• S•••••• H•••••Certified Financial Planner | Walnut C••••, Ca | Nov 20, 2020 | 20 y | 1 |
| S••••• I•••• K••••• | Walnut C••••, Ca | Oct 15, 2021 | 10 y | 0 |
| A••• K••• S•••••••• | Walnut C••••, Ca | Sep 9, 2022 | 11 y | 0 |
| A•••• C••••• K•••••••• | Walnut C••••, Ca | Jul 31, 2024 | 14 y | 1 |
| D•••• A•••••• E••••••••Certified Financial Planner | Walnut C••••, Ca | Jan 1, 2025 | 15 y | 3 |
| G••••• D• H••• | Walnut C••••, Ca | Sep 17, 2025 | 11 y | 1 |
| E••••• D••••• B••••••• | Walnut C••••, Ca | Jul 28, 2026 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- T••••• D•••• O•••• to R••• E•••• M•••••• P•••••• L••Mar 7, 2025 · RIA to RIA
- M••••• A••• H••••• to M•••••• C•••• C•••••• P•••••••• I•••Jan 31, 2024 · RIA to RIA
- J••• R••• M••••• to T•• F••••• O••••• P•••••••Jul 19, 2021 · RIA to RIA
Joined, latest
- G••••• D• H••• from A••••••• P•••••••• S•••••••••Sep 17, 2025 · RIA to RIA
- D•••• A•••••• E•••••••• from W•••• F•••• A•••••••Jan 1, 2025 · Wirehouse to independent RIA
- A•••• C••••• K•••••••• from T••••• I••••••••• A••••••• I••Jul 31, 2024 · RIA to RIA
- T••••• D•••• O•••• from G•••• C••••••• I•••Apr 3, 2024 · RIA to RIA
- C••••••••• S•••••• H••••• from D•• M•••• G••••• L••Nov 20, 2020 · RIA to RIA
- B••••••• R••• P••••• from N••• V••••• W••••• M•••••••••Mar 26, 2014 · Other
- R••••• D••••• E•••••• from O•••• W•••••• I•••Jul 7, 2011 · Other
- P•••• M•••••• B••••• from O•••• W•••••• I•••May 8, 2002 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• P••••• M•••••• · Presidentcontrolsince 01/2010 · owns 75% or more of Pmb Asset Managment
- E••••••• R•••••• D••••• · Presidentcontrolsince 01/2010 · owns 75% or more of R•• A•••• M•••••••••
- P•••••• B•••••••• R••• · Ownercontrolsince 04/2021 · owns 75% or more of B•• A•••• M•••••••••
- W••••• J•••••• A••• · Presidentcontrolsince 01/2010 · owns 75% or more of J•• A•••• M•••••••••
- P•••••• B•••••••• R••• · Chief Compliance Officersince 01/2015 · owns less than 5%
- H•••••• C••••••••• S•••••• · Ownersince 04/2024 · owns 75% or more of C•• A•••• M•••••••••
- M••••••• K••••• M•••• · Ownersince 04/2024 · owns 75% or more of K•• A•••• M••••••••• I•••
Entity owners
- J•• A•••• M••••••••• · Partnerdirect · owns 25% to 50%
- P•• A•••• M••••••••• · Partnerdirect · owns 25% to 50%
- R•• A•••• M••••••••• · Partnerdirect · owns 25% to 50%
- B•• A•••• M••••••••• · Partnerdirect · owns 10% to 25%
- C•• A•••• M••••••••• · Partnerdirect · owns less than 5%
- K•• A•••• M••••••••• I••• · Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Walnut C••••, Ca · principal | 12 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 29, 2026B•••••• P••••• M•••••• (PRESIDENT) left Schedule A between the filings of 2024-05-14 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 29, 2026W••••• J•••••• A••• (PRESIDENT) left Schedule A between the filings of 2024-05-14 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 29, 2026E••••••• R•••••• D••••• (PRESIDENT) left Schedule A between the filings of 2024-05-14 and 2026-07-29peers: independent wealth managers, $1B to $5B (1,362)
- account count surgeChange between filings · filing Mar 23, 2026accounts (Item 5.F.2.f) moved from 644.0 to 2,350.0 (+265.0%) between the annual amendments of 2025-02-19 and 2026-03-23; the peer median change was +6.0% (1206 comparable advisers, 99.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 644 to 2,350Feb 19, 2025 to Mar 23, 2026
- Charity clients · unset to 0.0Feb 19, 2025 to Mar 23, 2026
- Corporate clients · 7.0 to unsetFeb 19, 2025 to Mar 23, 2026
- HNW clients · 344 to 371Feb 19, 2025 to Mar 23, 2026
- Individual clients · 266 to 241Feb 19, 2025 to Mar 23, 2026
- Pension plan clients · 25 to 40Feb 19, 2025 to Mar 23, 2026
- Employees · 17 to 19Feb 19, 2025 to Mar 23, 2026
- Discretionary RAUM · $1.1B to $1.4BFeb 19, 2025 to Mar 23, 2026
- HNW RAUM · $1.0B to $1.3BFeb 19, 2025 to Mar 23, 2026
- Individual RAUM · $106M to $109MFeb 19, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $124M to $145MFeb 19, 2025 to Mar 23, 2026
- Pension RAUM · $124M to $161MFeb 19, 2025 to Mar 23, 2026
- RAUM · $1.2B to $1.6BFeb 19, 2025 to Mar 23, 2026
- Accounts · 638 to 644May 14, 2024 to Feb 19, 2025
- Advisory employees · 10 to 11May 14, 2024 to Feb 19, 2025
- Corporate clients · unset to 7.0May 14, 2024 to Feb 19, 2025
- HNW clients · 339 to 344May 14, 2024 to Feb 19, 2025
- Individual clients · 257 to 266May 14, 2024 to Feb 19, 2025
- Pension plan clients · 24 to 25May 14, 2024 to Feb 19, 2025
- Assets in custody · 8364820.0 to unsetMay 14, 2024 to Feb 19, 2025
- Custody of client assets · true to falseMay 14, 2024 to Feb 19, 2025
- Employees · 16 to 17May 14, 2024 to Feb 19, 2025
- Financial planning clients · 251-500 to 251-500May 14, 2024 to Feb 19, 2025
- State-registered IARs · 10 to 11May 14, 2024 to Feb 19, 2025
- Discretionary RAUM · $1.0B to $1.1BMay 14, 2024 to Feb 19, 2025
- HNW RAUM · $914M to $1.0BMay 14, 2024 to Feb 19, 2025
- Individual RAUM · $103M to $106MMay 14, 2024 to Feb 19, 2025
- Non-discretionary RAUM · $110M to $124MMay 14, 2024 to Feb 19, 2025
- Pension RAUM · $110M to $124MMay 14, 2024 to Feb 19, 2025
- RAUM · $1.1B to $1.2BMay 14, 2024 to Feb 19, 2025
- Accounts · 1,668 to 638Mar 22, 2023 to Mar 22, 2024
- HNW clients · 445 to 339Mar 22, 2023 to Mar 22, 2024
- Individual clients · 132 to 257Mar 22, 2023 to Mar 22, 2024
- Pension plan clients · 20 to 24Mar 22, 2023 to Mar 22, 2024
- Assets in custody · $9.2M to $8.4MMar 22, 2023 to Mar 22, 2024
- Employees · 17 to 16Mar 22, 2023 to Mar 22, 2024
- Discretionary RAUM · $826M to $1.0BMar 22, 2023 to Mar 22, 2024
- HNW RAUM · $804M to $914MMar 22, 2023 to Mar 22, 2024
- Individual RAUM · $18.3M to $103MMar 22, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $96.4M to $110MMar 22, 2023 to Mar 22, 2024
Signals
2 dated events
- T••••• D•••• O•••• left B••••• E•••••• W•••• for R••• E•••• M•••••• P•••••• L•• (registered 2025-04-02)Mar 7, 2025 · Advisor changed firm · fact
- M••••• A••• H••••• left B••••• E•••••• W•••• for M•••••• C•••• C•••••• P•••••••• I••• (registered 2024-06-12)Jan 31, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 925-932-8010reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/burton-enright-welch/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (925) 932-8010reportedpublic record, Form ADV, Jul 29, 2026
- Contact form
- bewinvest.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bewinvest.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $129Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026