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| Keyes Stange & Wooten Wealth Management LLC
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|
|---|---|
| CRD # | 139806 |
| SEC # | 801-80151 |
| CIK # | 0002011352 |
| AUM | $316.5 MM (2024-08-01) |
| Employees | 10 (30% Investors, 10% Brokers) |
| Phone | 386-253-1980 |
| Address | 1825 Business Park Blvd Daytona Beach, FL 32114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.6 | |
| MSFT | 1,918,222.4 | 2.0 | |
| JPM | 340,169.2 | 1.6 | |
| AVGO | 201,282.9 | 1.2 | |
| ETN | 51,598.7 | 1.1 | |
| MPC | 47,980.8 | 1.1 | |
| HD | 277,648.0 | 1.0 | |
| MSI | 35,172.5 | 1.0 | |
| MRK | 232,371.9 | 0.9 | |
| WMT | 335,434.5 | 0.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 62.1 |
| (b) Individuals (high net worth individuals) | 106 | 214.2 |
| (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 | 15 | 24.0 |
| (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 | 16.2 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 316.5 |
| By Discretionary | ||
| Discretionary | 903 | 288.1 |
| Non-Discretionary | 34 | 28.4 |
| Total | 937 | 316.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 315.7 | |
| Total | 937 | 316.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011352] |
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|---|---|---|
|
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