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Keyes, Stange & Wooten Wealth Management, LLC

● SEC registered since 2014CRD 139806SEC# 801-80151Daytona Beach, FL
Export (members)
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
NameTitleOwnershipSince
Danielle Marie Cinicolo ControlMember10-25%2019
II Thomas Gregory ReymannCcoUnder 5%2022
Marcus Allen Wooten ControlMember25-50%2003
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Frequently 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

Address1825 Business Park Blvd., Suite E, Daytona Beach, FL 32114
Phone386-253-1980
Fax386-248-1852
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$400.1M▲ 14%
Feb '25 — $350.1MMar '25 — $350.1MApr '25 — $350.1MMay '25 — $350.1MJun '25 — $350.1MJul '25 — $350.1MAug '25 — $350.1MSep '25 — $350.1MOct '25 — $350.1MNov '25 — $350.1MDec '25 — $350.1MJan '26 — $350.1MFeb '26 — $350.1MMar '26 — $400.1MApr '26 — $400.1MMay '26 — $400.1MJun '26 — $400.1M
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