Overview
Assets Under Management: $350 million
Headquarters: DAYTONA BEACH, FL
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Frequently Asked Questions
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139806), KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC is headquartered in DAYTONA BEACH, FL.
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC serves 108 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC manages $350 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 985
Discretionary Accounts: 953
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 139806
Last Filing Date: 2025-02-28 00:00:00
Website: https://kswwealth.com