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KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

DAYTONA BEACH, FL · CRD 139806 · IAPD ↗ · kswwealthmanagement.com · 386-253-1980

$400.1MRegulatory AUM
3Advisory reps
9Employees
1Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2026 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2025 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2025 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
September 2024 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC moved its main office from PALM COAST, FL to DAYTONA BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.