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, SEC-registered registered investment adviser organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional clients and describes itself as a capital allocator. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM and hourly billing. The firm lists accounting among its business activities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 6
Danielle Cinicolo
Equity MemberCRD 4910310
Marcus Wooten
Senior Wealth ManagerCRD 2676555
Tara Bobelak
Wealth ManagerCRD 4862721
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$212M in ETFs
19%
$41.2M
81%
$171M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 1 ETF (DCOR) | Dimensional | Active | Large Blend | $33.2M | 405,324 | 15.64% |
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
Similar firms
Firstrust
RIADaytona Beach, FL
Ashford Investment Advisors
RIADaytona Beach, FL
Buckley Financial Group
RIADaytona Beach, FL
Silva Fiduciary Advisors
RIADaytona Beach, FL
Charter Advisory Services, LLC
RIADaytona Beach, FL
Strive Retirement Group
RIADaytona Beach, FL