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KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD 139806 · SEC 801-80151
1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL, 32114, United States
Phone
386-253-1980
Fax
386-248-1852
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.1M
Discretionary AUM
$363.2M
Team
9 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $74.0M |
| High net worth individuals | 109 | $273.1M |
| Pension/profit sharing plans | 16 | $32.1M |
| Corporations/business entities | 8 | $21.0M |
States served
CA, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD