CRD: 139806
Keyes, Stange & Wooten Wealth Management, LLC
$400.1M Total AUM
$363.2M Disc. AUM
-- 3Y CAGR
9 Employees
408 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2004
- Office Locations
- 1
Office Locations
1825 Business Park Blvd. STE E Daytona Beach FL
About Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management is an SEC-registered RIA in Daytona Beach, FL providing fee-based financial planning and consulting for individuals, businesses, trusts/estates, and pension plans. The team builds diversified portfolios using mutual funds/ETFs and fixed income with an asset-allocation and risk-management focus, and supports workflows on Orion with custody at Raymond James or Vanguard.
Team overview
38 AVG AGE
$133.4M AVG AUM / ADVISOR
$980.7K AVG AUM / CLIENT
8 yrs AVG TENURE
9 Employees
3 Advisory Reps
8 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Prime vital
Client Personas
Alpha frontier
Custodian
Fusion Prime eagle
Investment Themes
Ember optima Capital Harbor
Investment Vehicles
Vector Crest insight
Platform
Element
Services
Insight summit North Zenith alpha Foundation Vertex Legacy meridian Meridian Eagle Horizon focus Pathway fusion Harbor focus Momentum
Owner & Executives
T
TARA LEIGH BOBELAK
--
- CRD
- #4862721
- Ownership
- 25% but less than 50%
(601) 490-9570
vital.horizon@focuscapital.com
in linkedin.com/in/peak-wave
MARCUS ALLEN WOOTEN
Wealth Manager
- CRD
- #2676555
- Ownership
- 25% but less than 50%
(306) 644-1083
value.glacier@bridgecapital.com
in linkedin.com/in/summit-peak
C
Capital horizon
Focus momentum summit
- CRD
- #54797
- Ownership
- 31.3%
(967) 844-8329
prime.vertex@vitalcapital.com
in linkedin.com/in/glacier-signal
Showing 2 of 5 owners & executives
Unlock allContacts
Carlos A Betancourt
Account Executive
- CRD
- #7554854
(954) 708-9750
matrix.alpha@focuscapital.com
in linkedin.com/in/glacier-eagle
Jeremiah Christian Cronin
Client Service Associate
- CRD
- #7500437
(237) 917-1539
crest.legacy@horizoncapital.com
in linkedin.com/in/focus-meridian
A
Alpha legacy
Wave insight
- CRD
- #64791
(708) 365-9527
ridge.timber@matrixcapital.com
in linkedin.com/in/vertex-insight
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $363,160,512 | $358,854 |
| Non-Discretionary | $36,953,054 | $998,731 |
| Total | $400,113,566 | $381,424 |
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Separately Managed Accounts
Total SMA Asset: $400,113,566
Public Funds:
21.9% Cash:
25.8% Municipal Bonds:
32.9% U.S. Government/Agency:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $662,937,220 | 21.9% |
| Cash | $780,994,534 | 25.8% |
| Municipal Bonds | $995,919,386 | 32.9% |
| U.S. Government/Agency | $587,259,455 | 19.4% |
| Total | $3,027,110,595 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FRONTIER | SIGNAL OPTIMA | XMWNWDO2T | MLYH | 5.12% | $33,535,094 |
| ALPHA NORTH DELTA | FRONTIER HORIZON | ICDPNURHY | RFUQA | 7.04% | $25,814,551 |
| CAPITAL VERTEX | LEGACY VITAL | 0ONPLYOGZ | AFS | 12.27% | $70,376,665 |
| ALPHA UNISON | TIMBER BEACON | NN29L8GUH | PFSZD | 7.47% | $14,248,878 |
| OAK DELTA | UNISON FOUNDATION | I7EVKG4QB | TWK | 8.58% | $32,710,491 |
| VALUE TIMBER MOMENTUM | RIDGE MOMENTUM | 8QTNJR3ZC | BDG | 9.88% | $103,859,703 |
| SUMMIT BRIDGE PEAK | VERTEX ATLAS | 4MT4IYXMI | LQMB | 5.28% | $72,894,359 |
| CREST FOCUS PEAK | VITAL MATRIX | 7X8OIM1CG | HKRBQ | 2.50% | $32,265,237 |