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WOOTTON FINANCIAL GROUP INC

CONROE, TX · CRD 114641 · IAPD ↗ · woottonfinancial.com · 936-449-5952

$156.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — WOOTTON FINANCIAL GROUP INC (CONROE, TX) left the SEC roster (was $156.0M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.