CRD: 139806
Keyes, Stange & Wooten Wealth Management, LLC
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- Custodian
- Raymond James ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-02-2004
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
TARA LEIGH BOBELAK
Wealth Manager
- CRD
- #4862721
- Ownership
- 25% but less than 50%
MARCUS ALLEN WOOTEN
Wealth Manager
- CRD
- #2676555
- Ownership
- 25% but less than 50%
Capital horizon
Focus momentum summit
- CRD
- #54797
- Ownership
- 31.3%
Showing 2 of 5 owners & executives
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Carlos A Betancourt
Account Executive
- CRD
- #7554854
Jeremiah Christian Cronin
Client Service Associate
- CRD
- #7500437
Alpha legacy
Wave insight
- CRD
- #64791
Showing 2 of 8 contacts
Unlock allAssets Under Management
| 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
| 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 |