LPL Financial
43yrs
Top advisor by experience in Novato
16yrs
David Wootton
Financial advisor at Wealth Enhancement Advisory Services
Based in Novato, California, David Wootton is a fiduciary financial advisor with 16 years of industry experience. David joined Wealth Enhancement Advisory Services in 2023, after 12 years at Equius Partners. Wealth Enhancement Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 73 advisors with offices in Novato, and one of 64 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office3 Hamilton Landing Suite 260, Novato, CA 94949
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.38 million
Advisors at the firm1,020
States licensed ?1 state
Services through Wealth Enhancement Advisory Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowWealth Enhancement Advisory Services, LLCCurrent firm
- 2011 – 2023Equius Partners, Inc.Previously
Contact David
Local office(415) 382-2500Ask for David. (763) 417-1700Main office · Plymouth, MN 3 Hamilton Landing Suite 260Novato, CA 94949Office · Get directions Firm websiteHTTP://WWW.WEALTHENHANCEMENT.COM
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (415) 382-2500 or the Wealth Enhancement Advisory Services main office at (763) 417-1700, and ask for David Wootton.
How long has David been a financial advisor?
David has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Wealth Enhancement Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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