KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- DAYTONA BEACH, Florida
- CRD number
- 139806
- Registered since
- August 5, 2014
- Website
- www.kswwealthmanagement.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.25%
- Individuals18.48%
- Pension & Profit Sharing Plans8.01%
- Corporations / Businesses5.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Keyes, Stange & Wooten Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2014. The firm acts as a capital allocator for both individual/family and institutional clients and combines financial planning with portfolio management. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third‑party advisers. The firm also identifies itself as an accounting practice and charges clients on a percentage-of-AUM basis and, in some cases, hourly fees. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1II REYMANN
Chief Compliance OfficerCRD 2125005
Contacts
3 of 8Leonardo Rodriguez-Rodriguez
Client Service AssociateCRD 7301651
BRIAN VON HEIN
Client Service AssociateCRD 6381278
DANIELLE CINICOLO
Equity MemberCRD 4910310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$189M in ETFs
19%
$35.4M
81%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $29.6M | 759,578 | 15.62% |
Location
DAYTONA BEACH, FL
VOLUSIA
Location
DAYTONA BEACH, FL
Headquartered in DAYTONA BEACH, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- VOLUSIA
- Address
- 1825 Business Park Blvd
- Time zone
- ET (UTC-5)
- Office locations
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