CRD: 139806
Keyes, Stange & Wooten Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
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
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.
Reported data analysis
What the numbers show
Between February 28, 2025 and March 4, 2026, reported AUM increased 14.3%, from $350.1M to $400.1M.
Across 5 reported observations, AUM increased 35.5% between February 28, 2022 and March 4, 2026, from $295.3M to $400.1M.
Of the latest reported AUM, 90.8% is discretionary and 9.2% is non-discretionary.
The firm reports 3 advisory representatives and 408 clients, or 136 clients per representative. That equates to $980.7K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Keyes, Stange & Wooten Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Keyes, Stange & Wooten Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 5 owners & executives
Unlock allContacts
Carlos A Betancourt
Account Executive
- CRD
- #7554854
Jeremiah Christian Cronin
Client Service Associate
- CRD
- #7500437
Showing 2 of 7 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Keyes, Stange & Wooten Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Keyes, Stange & Wooten Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.