John Stratton

Financial advisor at Wealth Enhancement Advisory Services, LLC · Oakland, CA

Last updated 2026-10-10

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John Stratton is a financial advisor at Wealth Enhancement Advisory Services, LLC in Oakland, CA, CRD 2761672. Licenses and exams on the registration: Series 65. IAPD registration began 2011-03-08.

Registration

CRD number
2761672
Registration status
Active
IAPD registration
2011-03-08
Industry Experience
15 years
Work Experience
33 years
States registered
CA

Licenses and exams

  • Series 65

Designations

  • CFP®
  • Chartered Financial Analyst

Work history

  • 1993-02 to 2022-11 · Btr Capital Management Inc. · San Francisco, CA
  • 2022-11 to Present · Wealth Enhancement Advisory Services · Oakland, CA
  • 2022-11 to Present · Wealth Enhancement Group · Oakland, CA

Current employment

SEC IAPD record for John Stratton

Wealth Enhancement Advisory Services, LLC

Regulatory AUM
$122,186,725,110
Registered advisors
1,026
Offices
409
Clients per advisor
82.8 (Moderate)
Average AUM per client
$1.4M (Low)
High-net-worth client ratio
32.3% (Moderate)

Wealth Enhancement Advisory Services, LLC: advisors, services and reported ETF investments

About

John Stratton is a CFP®, Chartered Financial Analyst financial advisor at Wealth Enhancement Advisory Services, LLC in Oakland, CA. Reported securities licenses include Series 65. The latest record indicates 15 years of industry experience and 33 years of reported work history.

Wealth Enhancement Advisory Services, LLC's firm-level Form ADV reports 1,026 advisors across 409 offices; approximately 82.8 clients per advisor, average assets per client of $1,437,474, and regulatory AUM of $122.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Educational Seminars or Workshops.

PortfolioFuture's firm-level 13F analysis covers $31.7B across 1,137 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Stratton personally.

Reported ETF positions

Wealth Enhancement Advisory reports 1,137 ETF positions worth $31.7B on Form 13F; the largest are listed.

Largest ETF positions reported by Wealth Enhancement Advisory
FundReported value
IVV — iShares Core S&P 500 ETF$3.6B
AGG — iShares Core U.S. Aggregate Bond ETF$1.6B
SMTH — ALPS Smith Core Plus Bond ETF$1.3B
VWO — Vanguard FTSE Emerging Markets ETF$868.1M
FNDF — Schwab Fundamental International Equity ETF$858.6M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Wealth Enhancement Advisory Services, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency

Location

1999 Harrison St, Oakland, CA 94612

9 advisors at this office.

Wealth Enhancement Advisory office in Oakland, CA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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