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| Happy Holidays!! thanks for using AUM13F!! |
| Keyes Stange & Wooten Wealth Management LLC
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| CRD # | 139806 |
| SEC # | 801-80151 |
| CIK # | 0002011352 |
| AUM | $350.1 M (2025-02-28) |
| Employees | 8 (62% Investors, 12% Brokers) |
| Phone | 386-253-1980 |
| Address | 1825 Business Park Blvd Daytona Beach, FL 32114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.2 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Broadcom Inc | 1.6 | ||
| Eaton Corp Ltd | 1.1 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Marathon Petroleum Corp | 1.0 | ||
| Home Depot Inc | 1.0 | ||
| Motorola Inc | 1.0 | ||
| Brown & Brown Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 251 | 70.0 |
| (b) Individuals (high net worth individuals) | 108 | 234.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 26.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 18.6 |
| (n) Other | 0 | 0.0 |
| Total | 985 | 350.1 |
| By Discretionary | ||
| Discretionary | 953 | 319.1 |
| Non-Discretionary | 32 | 31.0 |
| Total | 985 | 350.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 349.3 | |
| Total | 985 | 350.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011352] |
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