RIA Intel›Advisers›Florida›KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Advisory

N·DAYTONA BEACH, FL

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$400M

1-Year AUM Growth

+13.0%

3-Year CAGR

+7.0%

Employees

3

Assets Under Management

Total AUM$400M

Discretionary AUM$363M

Non-Discretionary AUM$37M

Discretionary %90.8%

Total Clients380

Team

Total Employees3

Investment Advisers9

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record28

First FilingJul 28, 2014

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 28 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.