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| Keyes Stange & Wooten Wealth Management LLC
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| CRD # | 139806 |
| SEC # | 801-80151 |
| CIK # | 0002011352 |
| AUM | 400.1 M (2026-03-04) |
| Employees | 9 (33% Investors, 11% 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 | 3.6 | ||
| J P Morgan Chase & Co | 2.3 | ||
| Broadcom Inc | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Marathon Petroleum Corp | 1.3 | ||
| Johnson & Johnson | 1.2 | ||
| Eaton Corp Ltd | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Tyco International Ltd /Ber/ | 1.1 | ||
| Home Depot 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) | 274 | 74.0 |
| (b) Individuals (high net worth individuals) | 109 | 273.1 |
| (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 | 16 | 32.1 |
| (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 | 8 | 21.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,049 | 400.1 |
| By Discretionary | ||
| Discretionary | 1,012 | 363.2 |
| Non-Discretionary | 37 | 37.0 |
| Total | 1,049 | 400.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 399.2 | |
| Total | 1,049 | 400.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002011352] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
H L Ormond & Company LLC
✚
|
NC | 401.4 M |
|
Essential Partners LLC
✚
|
CA | 401.1 M |
|
Insight Strategic Wealth LLC
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|
TN | 401.0 M |
|
The Capital Chart Room Ltd
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|
TX | 400.9 M |
|
CornerStone Financial Planning LLC
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|
NH | 400.7 M |
|
Noble Wealth Management PBC
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|
CO | 400.5 M |
|
Burns Matteson Capital Management LLC
✚
|
NY | 400.4 M |
|
Ticino Wealth LLC
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|
CA | 400.2 M |
|
Pioneer Wealth Management Group Inc
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|
TX | 399.2 M |
|
Waterford Advisors LLC
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|
NY | 399.1 M |