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KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD 292600 · SEC 801-112770
235 FRONT ST. SE, SUITE 300, SALEM, OR, 97301, United States
Phone
(971) 209-4500
Fax
(971) 209-4501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$921.5M
Discretionary AUM
$921.5M
Team
11 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $204.0M |
| High net worth individuals | 178 | $593.8M |
| Pension/profit sharing plans | 5 | $6.2M |
| Charitable organizations | 12 | $19.5M |
| Corporations/business entities | 33 | $98.0M |
States served
AK, AZ, CA, ID, LA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD