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KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD 139806File 801-80151
APPROVED
Retail clients
Custody
Filing as of Mar 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$400.1M
Below cohort median (national)
Discretionary AUM
$363.2M
Non-discretionary $37.0M
Clients
407
1,049 accounts
Employees
9
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 5, 2014
- Principal office
- 1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL, 32114
- Phone
- 386-253-1980
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $400.1M
- Discretionary AUM
- $363.2M
- Non-discretionary AUM
- $37.0M
- Discretionary accounts
- 1,012
- Non-discretionary accounts
- 37
- Total accounts
- 1,049
- AUM per client
- $983K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $21.0M |
| High net worth individuals | 109 | $273.1M |
| Pension and profit sharing plans | 16 | $32.1M |
| Individuals (other than high net worth individuals) | 274 | $74.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2026 | Clients | 380 | 407 | increased by27 |
| Apr 1, 2026 | AUM | $350,127,539 | $400,113,566 | increased by$49,986,027 |
| Apr 1, 2026 | Accounts | 985 | 1,049 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 338 | 380 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $295,349,428 | $350,127,539 | increased by$54,778,111 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 853 | 985 | increased by132 |
| Mar 1, 2022 | Clients | 323 | 338 | increased by15 |
| Mar 1, 2022 | AUM | $257,290,590 | $295,349,428 | increased by$38,058,838 |
| Mar 1, 2022 | Accounts | 817 | 853 | increased by36 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KEYES STANGE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEYES STANGE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.