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| Keyes Stange & Wooten Wealth Management LLC
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|---|---|
| CRD # | 139806 |
| SEC # | 801-80151 |
| CIK # | |
| AUM | $280.0 MM (2023-03-06) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 386-446-7917 |
| Address | 391 Palm Coast Pkwy SW Palm Coast, FL 32137 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 58.9 |
| (b) Individuals (high net worth individuals) | 100 | 186.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 20.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 887 | 280.0 |
| By Discretionary | ||
| Discretionary | 850 | 254.8 |
| Non-Discretionary | 37 | 25.2 |
| Total | 887 | 280.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 279.4 | |
| Total | 887 | 280.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
|
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.3 |
|
Trinity Wealth Advisors LLC
✚
|
MO | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
West Michigan Advisors LLC
✚
|
MI | 0.3 |
|
Freedom Wealth Alliance LLC
✚
|
WI | 0.3 |
|
The Karras Company Inc
✚
|
UT | 0.3 |
|
Bell & Brown Wealth Advisors LLC
✚
|
CA | 0.3 |