Allison Suzanne Wooton
Investment adviser representative at Salient Wealth Planning
16 yearsExperience
2 statesRegistered in
$239.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- SavvySep 2026 to now
- Salient Wealth PlanningOct 2023 to now
- Purshe Kaplan Sterling InvestmentsOct 2023 to now
- Swp Financial LLC dba Salient Wealth PlanningOct 2023 to Sep 2026
- Ameriprise Financial Services, Inc.Jul 2010 to Oct 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Salient Wealth Planning
Legal name: Swp Financial LLC
$239.4MAssets managed
193Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4990072
- Firm CRD
- 327885