Keyes, Stange & Wooten Wealth Management, LLC
● SEC registered since 2014CRD 139806SEC# 801-80151Daytona Beach, FL
Reg. AUM
$400.1M
Employees
9
Accounts
1,049
Location
Daytona Beach, FL
Keyes, Stange & Wooten Wealth Management, LLC assets under management
Keyes, Stange & Wooten Wealth Management, LLC operates as an SEC-registered investment adviser based in Daytona Beach, FL. The firm has been registered since 2014. It reports $400.1 million in regulatory assets under management and employs 9 people.
Keyes, Stange & Wooten Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danielle Marie Cinicolo Control | Member | 10-25% | 2019 |
| II Thomas Gregory Reymann | Cco | Under 5% | 2022 |
| Marcus Allen Wooten Control | Member | 25-50% | 2003 |
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Join to unlock · $37/moFrequently asked questions
How much does Keyes, Stange & Wooten Wealth Management, LLC manage?
Keyes, Stange & Wooten Wealth Management, LLC reports $400.1 million in regulatory assets under management on its Form ADV.
How many employees does Keyes, Stange & Wooten Wealth Management, LLC have?
Keyes, Stange & Wooten Wealth Management, LLC reports 9 employees.
Where is Keyes, Stange & Wooten Wealth Management, LLC located?
Keyes, Stange & Wooten Wealth Management, LLC is based in Daytona Beach, FL and has been SEC-registered since 2014.
Does Keyes, Stange & Wooten Wealth Management, LLC disclose fund performance?
Keyes, Stange & Wooten Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1825 Business Park Blvd., Suite E, Daytona Beach, FL 32114 |
| Phone | 386-253-1980 |
| Fax | 386-248-1852 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$400.1M▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$400.1Mregulatory AUM
Discretionary $363.2MNon-discretionary $37M