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 registered investment adviser organized as an LLC that has been SEC registered since 2014. The firm serves both individual/family and institutional clients and combines financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It operates as a capital allocator and bills clients using a percentage-of-AUM model alongside hourly fees. The firm identifies an accounting practice 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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$176M in ETFs
20%
$35.4M
80%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $32.4M | 781,735 | 18.37% |
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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