Burton Enright Welch
- Regulatory AUM
- $1.6B
- Discretionary
- $1.4B
- Clients
- 652
- Avg AUM / client
- $2.4M
- Accounts
- 2,350
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 241 | $109M | 6.99% |
| High net worth individuals | 371 | $1.3B | 82.4% |
| Pension and profit sharing plans | 40 | $161M | 10.3% |
| Corporations and other businesses | Fewer than 5 | $3.9M | 0.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Meyers Nave 401(k)/Profit Sharing Plan 001 Meyers Nave, A Professional Corporation | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Peter Michael Burton | President | Chartered Financial Consultant | May 2002 (24y) | 75% or more of Pmb Asset Managment (indirect) |
| Jeremy Adam Welch | President | CFP | Jan 2008 (19y) | ≈ 18.75% – 50% via Jaw Asset Management |
| Robert Daniel Enright | President | CFP | Jan 2010 (17y) | ≈ 18.75% – 50% via Rde Asset Management |
| Benjamin Ross Peters | Chief Compliance Officer | Mar 2014 (12y) | ≈ 7.5% – 25% via Brp Asset Management | |
| Kelly Metzler Randall | Owner | CFP | Feb 2019 (7y) | ≈ 0% – 5% via Kmr Asset Management, Inc. |
| Christopher Stephen Hughes | Owner | CFP | Nov 2020 (6y) | ≈ 0% – 5% via Csh Asset Management |
| Sydney Irene Kovacs | Registered representative | Oct 2021 (5y) | ||
| Alex Kyle Soderberg | Registered representative | Sep 2022 (4y) | ||
| Annie Claire Klopstock | Registered representative | Jul 2024 (2y) | ||
| David Anthony Espineira | Registered representative | CFP | Jan 2025 (2y) | |
| Gerwin De Haan | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pmb Asset Management | Partner | Jan 2010 | A | 25% – 50% |
| Rde Asset Management | Partner | Jan 2010 | A | 25% – 50% |
| Jaw Asset Management | Partner | Jan 2010 | A | 25% – 50% |
| Brp Asset Management | Partner | Apr 2021 | A | 10% – 25% |
| Kmr Asset Management, Inc. | Partner | Apr 2024 | A | Less than 5% |
| Csh Asset Management | Partner | Apr 2024 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeremy Adam Welch: 75% – 100% of Jaw Asset Management × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Robert Daniel Enright: 75% – 100% of Rde Asset Management × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Benjamin Ross Peters: 75% – 100% of Brp Asset Management × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Kelly Metzler Randall: 75% – 100% of Kmr Asset Management, Inc. × 0% – 5% direct ≈ 0% – 5% of the firm
- Christopher Stephen Hughes: 75% – 100% of Csh Asset Management × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Meyers Nave 401(k)/Profit Sharing Plan 001 | Meyers Nave, A Professional Corporation | 75 | $24.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (89% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗