DAYTONA BEACH, FLCRD 139806Latest ADV March 4, 2026
Keyes, Stange & Wooten Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Daytona Beach, FL. Its latest Form ADV filing, dated March 4, 2026, reports $400M in regulatory assets under management, 9 employees, 1 office, and 1,049 accounts.
Assets Under Management
$400M
Employees
9
Offices
1 office
Total Clients
407
Primary office
DAYTONA BEACH, FL
1825 BUSINESS PARK BLVD., SUITE E, DAYTONA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
274
2
HNWI
26.8%
109
3
Pension Plans
3.9%
16
4
Corporations
2.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$400Mas of March 4, 2026
Discretionary90.8%
$363M
91% of total RAUM90.8%
Non-discretionary9.2%
$37M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$400M
Total Accounts1,049
10Y AUM Change+$234M (+141.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee45:1
10Y Employee Change+2 (+28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.