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Kaden Matthew Wootton

Investment adviser representative at Enspire Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$119.3MFirm assets

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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

15 years in the industry.

  1. Enspire Wealth Management, LLCJul 2023 to now
  2. Meritas Wealth ManagementJul 2020 to Sep 2023
  3. Fidelity InvestmentsFeb 2020 to Jun 2020
  4. StudentSep 2011 to Dec 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Enspire Wealth Management, LLC

$119.3MAssets managed
52Clients
2Advisers
3 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
7777226
Firm CRD
325723
Advisor's SEC record (opens in a new tab)
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