KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
CRD #139806 SEC #801-80151 DAYTONA BEACH, FL 386-253-1980
SEC Registered
Total AUM
$350.1M
Discretionary
$319.1M
Employees
8
Clients
10
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $350.1M | $319.1M | $31M | 8 | 1 |
| Aug 2024 | $316.5M | $288.1M | $28.4M | 10 | 1 |
| Mar 2024 | $316.5M | $288.1M | $28.4M | 10 | 1 |
| Jan 2024 | $280M | $254.8M | $25.2M | 7 | 4 |
| Aug 2023 | $280M | $254.8M | $25.2M | 7 | 4 |
| Mar 2023 | $280M | $254.8M | $25.2M | 7 | 4 |
| Feb 2022 | $295.3M | $263.2M | $32.2M | 7 | 4 |
| Jan 2022 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Sep 2021 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Sep 2021 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Jul 2021 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Mar 2021 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Feb 2021 | $257.3M | $228.2M | $29.1M | 7 | 5 |
| Jan 2021 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Jan 2021 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Jul 2020 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Jul 2020 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Jun 2020 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Feb 2020 | $234.9M | $209.6M | $25.3M | 7 | 5 |
| Feb 2019 | $174.9M | $153M | $21.9M | 6 | 0 |
| Feb 2018 | $186.8M | $158.6M | $28.2M | 7 | 32 |
| Feb 2017 | $165.9M | $137M | $28.9M | 7 | 300 |
| Dec 2016 | $166.3M | $137.1M | $29.2M | 7 | 400 |
| Mar 2016 | $166.3M | $137.1M | $29.2M | 7 | 400 |
| Oct 2015 | $152.6M | $132.4M | $20.2M | 7 | 400 |
| Mar 2015 | $152.6M | $132.4M | $20.2M | 7 | 400 |
| Mar 2015 | $152.6M | $132.4M | $20.2M | 7 | 400 |
| Aug 2014 | $153.6M | $130M | $23.7M | 7 | 400 |
| Jul 2014 | $153.6M | $130M | $23.7M | 7 | 400 |
DateFeb 2025
Total AUM$350.1M
Discretionary$319.1M
Non-Disc.$31M
Employees8
Clients1
DateAug 2024
Total AUM$316.5M
Discretionary$288.1M
Non-Disc.$28.4M
Employees10
Clients1
DateMar 2024
Total AUM$316.5M
Discretionary$288.1M
Non-Disc.$28.4M
Employees10
Clients1
DateJan 2024
Total AUM$280M
Discretionary$254.8M
Non-Disc.$25.2M
Employees7
Clients4
DateAug 2023
Total AUM$280M
Discretionary$254.8M
Non-Disc.$25.2M
Employees7
Clients4
DateMar 2023
Total AUM$280M
Discretionary$254.8M
Non-Disc.$25.2M
Employees7
Clients4
DateFeb 2022
Total AUM$295.3M
Discretionary$263.2M
Non-Disc.$32.2M
Employees7
Clients4
DateJan 2022
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateSep 2021
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateSep 2021
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateJul 2021
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateMar 2021
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateFeb 2021
Total AUM$257.3M
Discretionary$228.2M
Non-Disc.$29.1M
Employees7
Clients5
DateJan 2021
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateJan 2021
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateJul 2020
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateJul 2020
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateJun 2020
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateFeb 2020
Total AUM$234.9M
Discretionary$209.6M
Non-Disc.$25.3M
Employees7
Clients5
DateFeb 2019
Total AUM$174.9M
Discretionary$153M
Non-Disc.$21.9M
Employees6
Clients0
DateFeb 2018
Total AUM$186.8M
Discretionary$158.6M
Non-Disc.$28.2M
Employees7
Clients32
DateFeb 2017
Total AUM$165.9M
Discretionary$137M
Non-Disc.$28.9M
Employees7
Clients300
DateDec 2016
Total AUM$166.3M
Discretionary$137.1M
Non-Disc.$29.2M
Employees7
Clients400
DateMar 2016
Total AUM$166.3M
Discretionary$137.1M
Non-Disc.$29.2M
Employees7
Clients400
DateOct 2015
Total AUM$152.6M
Discretionary$132.4M
Non-Disc.$20.2M
Employees7
Clients400
DateMar 2015
Total AUM$152.6M
Discretionary$132.4M
Non-Disc.$20.2M
Employees7
Clients400
DateMar 2015
Total AUM$152.6M
Discretionary$132.4M
Non-Disc.$20.2M
Employees7
Clients400
DateAug 2014
Total AUM$153.6M
Discretionary$130M
Non-Disc.$23.7M
Employees7
Clients400
DateJul 2014
Total AUM$153.6M
Discretionary$130M
Non-Disc.$23.7M
Employees7
Clients400