KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

1825 Business Park Blvd.
Suite E
Daytona Beach, Florida 32114
Tel: 386-253-1980

About KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC. The firm was established in 08/05/2014. They have over 3 offices throughout the country.

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC is a Daytona Beach, Florida based Financial Planning firm with nearly $350,127,539 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139806
SEC#	801-80151
Assets Managed by Firm	$350,127,539
No. of Clients	985
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	985	$350,127,539
Individuals (other than high net worth individuals)	251	$69,950,714
High net worth individuals	108	$234,799,805
Pension and profit sharing plans	14	$26,735,443
Corporations or other businesses	7	$18,641,577

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