Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC is an SEC-registered mass-market adviser in Daytona Beach, FL with $400.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Keyes, Stange & Wooten Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 139806, SEC 801-80151, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $400.1M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Daytona Beach, FL
- Employees
- 9
- Clients
- 407
- CRD
- 139806
- Ownership
- BOBELAK, TARA, LEIGH; KEYES, GERALD, PATRICK; STANGE, HOWARD, ERWIN; WOOTEN, MARCUS, ALLEN; CINICOLO, DANIELLE, MARIE
How much AUM does Keyes, Stange & Wooten Wealth Management, LLC have?
Keyes, Stange & Wooten Wealth Management, LLC reported $400.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Keyes, Stange & Wooten Wealth Management, LLC?
Disclosed owners and executives of Keyes, Stange & Wooten Wealth Management, LLC include BOBELAK, TARA, LEIGH, KEYES, GERALD, PATRICK, STANGE, HOWARD, ERWIN, WOOTEN, MARCUS, ALLEN, CINICOLO, DANIELLE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.