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Building 2KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

Map pinDAYTONA BEACH, FL
Phone386-253-1980
NotebookSEC #801-80151
Total AUM
$400.1M
Employees
9
Clients
407

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1825 BUSINESS PARK BLVD.
SUITE E
DAYTONA BEACH
FL 32114
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
386-253-1980
Other Offices
1

ReceiptFinancials

Total AUM
$400.1M
Accounts
1,049
Discretionary
$363.2M
Accounts
1,012
Non-Discretionary
$37M
Accounts
37

ContactClients

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Individual Clients
274
AUM
$74M
HNW Individual Clients
109
AUM
$273.1M
Pension/Profit Sharing Plan Clients
16
AUM
$32.1M
Corporation or Business Clients
8
AUM
$21M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLPATX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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