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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD 139806

DAYTONA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc30c7da-717c-121f-338b-374bf313acd7

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 5
On other graphs: 0
Observed: Jul 28, 2014 to Mar 4, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $400MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $363M
Private client RAUM: $347MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $57.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,049
Individual clients: 274
High net worth clients: 109
Custody, client assets: $53.6M
SEC number: 801-80151
CRD: 139806
Filings on the tape: 32
First filed: Jul 28, 2014
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, FL
Website: kswwealthmanagement.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARCUS ALLEN WOOTEN	Certified Financial Planner\|Chartered Financial Consultant	DAYTONA BEACH, FL	22	29	2	no
DANIELLE MARIE CINICOLO	n/a	DAYTONA BEACH, FL	12	21	n/a	no
TARA LEIGH BOBELAK	Certified Financial Planner	DAYTONA BEACH, FL	12	22	1	yes
Jeremiah Christian Cronin	Certified Financial Planner	Daytona Beach, FL \| Palm Coast, FL	3	15	1	no
Olivia Marie Buttrey	n/a	DAYTONA BEACH, FL	1	10	n/a	no
Carlos A Betancourt	n/a	Daytona, FL	1	11	n/a	no
MICHEAL Anthony AGE	n/a	Daytona Beach, FL	0	10	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOBELAK, TARA, LEIGH	Member	C	yes	01/2019	Feb 21, 2019	Aug 1, 2024
CINICOLO, DANIELLE, MARIE	Member	B	yes	01/2019	Feb 21, 2019	Aug 1, 2024
WOOTEN, MARCUS, ALLEN	Member	C	yes	11/2003	Jul 28, 2014	Aug 1, 2024
REYMANN, II, THOMAS, GREGORY	Cco	Na	no	01/2022	Jan 7, 2022	Aug 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KEYES, STANGE & WOOTEN CPA FIRM, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PALM COAST	FL	United States	6	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 4, 2026	$400M	$363M	9	3	1	n/a	n/a
2024	Feb 28, 2025	$350M	$319M	8	5	2	n/a	n/a
2023	Mar 1, 2024	$316M	$288M	10	3	1	n/a	n/a
2022	Mar 6, 2023	$280M	$255M	7	4	1	n/a	n/a
2021	Feb 28, 2022	$295M	$263M	7	4	1	n/a	n/a
2020	Feb 25, 2021	$257M	$228M	7	4	1	n/a	n/a
2019	Feb 18, 2020	$235M	$210M	7	4	1	n/a	n/a
2018	Feb 21, 2019	$175M	$153M	6	5	1	n/a	n/a
2017	Feb 26, 2018	$187M	$159M	7	6	1	n/a	n/a
2016	Feb 27, 2017	$166M	$137M	7	3	n/a	n/a	n/a
2015	Mar 14, 2016	$166M	$137M	7	3	n/a	n/a	n/a
2014	Mar 11, 2015	$153M	$132M	7	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	28.6%	1	1	0	1	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$400M	$350M	14.3%	$280M	12.6%	9	8	1	2

Relationships

Registered with (13)

← MICHEAL Anthony AGEAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Carlos A BetancourtAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← Olivia Marie ButtreyAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← Jeremiah Christian CroninAdvisorregistration: current employment
Aug 18, 2023 to presentfactForm ADV
← TARA LEIGH BOBELAKAdvisorregistration: current employment
Jun 20, 2014 to presentfactForm ADV
← DANIELLE MARIE CINICOLOAdvisorregistration: current employment
Feb 24, 2014 to presentfactForm ADV
← MARCUS ALLEN WOOTENAdvisorregistration: current employment
Mar 2, 2004 to presentfactForm ADV
← BRIAN CHRISTOPHER VON HEINAdvisorregistration: previous registration
Oct 18, 2018 to Jul 1, 2026factForm ADV
← Leonardo EMMANUEL Rodriguez-RodriguezAdvisorregistration: previous registration
Feb 14, 2025 to Jun 9, 2026factForm ADV
← Simon M FisherAdvisorregistration: previous registration
Aug 24, 2023 to Oct 2, 2023factForm ADV
← Kasey Leigh NelsonAdvisorregistration: previous registration
Feb 3, 2020 to Jun 15, 2021factForm ADV
← Bradley SchwartzAdvisorregistration: previous registration
Nov 28, 2018 to Feb 4, 2019factForm ADV
← MATTHEW ALDRICH STANGEAdvisorregistration: previous registration
Jan 9, 2015 to May 24, 2018factForm ADV

Owns (1)

← REYMANN, II, THOMAS, GREGORYOwnerCCO, ownership code NA, individual
Jan 7, 2022 to Aug 1, 2024factForm ADV

Controls (3)

← WOOTEN, MARCUS, ALLENOwnerMEMBER, ownership code C, individual
Jul 28, 2014 to Aug 1, 2024factForm ADV
← BOBELAK, TARA, LEIGHOwnerMEMBER, ownership code C, individual
Feb 21, 2019 to Aug 1, 2024factForm ADV
← CINICOLO, DANIELLE, MARIEOwnerMEMBER, ownership code B, individual
Feb 21, 2019 to Aug 1, 2024factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
Brian Christopher Von Hein left Keyes, Stange & Wooten Wealth Management, Llc for Element Wealth, Llc (registered 2026-07-17)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2026
Advisor changed firm
Leonardo Emmanuel Rodriguez-Rodriguez left Keyes, Stange & Wooten Wealth Management, Llc for Fisher Investments (registered 2026-06-11)
Form ADVobserved 5 days ago
Occurred
Oct 2, 2023
Advisor changed firm
Simon M Fisher left Keyes, Stange & Wooten Wealth Management, Llc for Thrivent Investment Management Inc. (registered 2024-03-04)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2019
Control person joined
Leigh Tara Bobelak (Member, Cco) appeared on Schedule A of Keyes, Stange & Wooten Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Jul 28, 2014
First Form ADV filing
Keyes, Stange & Wooten Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc30c7da-717c-121f-338b-374bf313acd7
First observed: Jul 28, 2014
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC

CRD 139806

DAYTONA BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc30c7da-717c-121f-338b-374bf313acd7

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARCUS ALLEN WOOTEN

Certified Financial Planner|Chartered Financial Consultant

DAYTONA BEACH, FL

DANIELLE MARIE CINICOLO

n/a

DAYTONA BEACH, FL

n/a

TARA LEIGH BOBELAK

Certified Financial Planner

DAYTONA BEACH, FL

yes

Jeremiah Christian Cronin

Certified Financial Planner

Daytona Beach, FL | Palm Coast, FL

Olivia Marie Buttrey

n/a

DAYTONA BEACH, FL

n/a

Carlos A Betancourt

n/a

Daytona, FL

n/a

MICHEAL Anthony AGE

n/a

Daytona Beach, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOBELAK, TARA, LEIGH

Member

yes

01/2019

Feb 21, 2019

Aug 1, 2024

CINICOLO, DANIELLE, MARIE

Member

yes

01/2019

Feb 21, 2019

Aug 1, 2024

WOOTEN, MARCUS, ALLEN

Member

yes

11/2003

Jul 28, 2014

Aug 1, 2024

REYMANN, II, THOMAS, GREGORY

Cco

01/2022

Jan 7, 2022

Aug 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEYES, STANGE & WOOTEN CPA FIRM, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

PALM COAST

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$400M

$363M

n/a

2024

Feb 28, 2025

$350M

$319M

n/a

2023

Mar 1, 2024

$316M

$288M

n/a

2022

Mar 6, 2023

$280M

$255M

n/a

2021

Feb 28, 2022

$295M

$263M

n/a

2020

Feb 25, 2021

$257M

$228M

n/a

2019

Feb 18, 2020

$235M

$210M

n/a

2018

Feb 21, 2019

$175M

$153M

n/a

2017

Feb 26, 2018

$187M

$159M

n/a

2016

Feb 27, 2017

$166M

$137M

n/a

2015

Mar 14, 2016

$166M

$137M

n/a

2014

Mar 11, 2015

$153M

$132M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

28.6%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$400M

$350M

14.3%

$280M

12.6%