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Kaden Matthew Wootton

Enspire Wealth Management, LLC

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About Kaden Matthew Wootton

Kaden Matthew Wootton is a Certified Financial Planner™ and Investment Advisor Representative at Enspire Wealth Management, LLC. Kaden has been working in the financial services industry since 2020 and has experience with Meritas Wealth Management and Fidelity Investments. Kaden is registered to provide investment advisory services in California and Texas. Enspire Wealth Management, LLC specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Kaden Wootton is currently registered with Enspire Wealth Management, LLC. Enspire Wealth Management, LLC is a registered investment advisor headquartered in Larkspur, CA. They offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and individuals with a minimum of $100,000 in investable assets. They have 2 investment adviser representatives and manage approximately $95,876,128 in assets.
Enspire Wealth Management, LLC

100 LARKSPUR LANDING CIRCLE

LARKSPUR, CA 94939

$95.88M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kaden Wootton’s Registration & Firm History

CA

10/03/2023 - Present

Enspire Wealth Management, LLC (Santa Rosa CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kaden Matthew Wootton.
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