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Keudell Morrison Wealth Management, LLC

● SEC registered since 2018CRD 292600SEC# 801-112770Salem, OR
Export (members)
Reg. AUM
$813M
Employees
11
Accounts
1,992
Location
Salem, OR

Keudell Morrison Wealth Management, LLC assets under management

Keudell Morrison Wealth Management, LLC is an SEC-registered investment adviser based in Salem, OR. The firm has been registered since 2018. It reports $813 million in regulatory assets under management and employs 11 people.
www.keudellmorrisonwm.comView on SEC.gov ↗

Keudell Morrison Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Amanda Marie ShineChief Compliance Officer, Partner, CooUnder 5%2022
Joel K Blount ControlPartner/Member25-50%2012
Larry Kevin KeudellPartner/Member10-25%2012
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Frequently asked questions

How much does Keudell Morrison Wealth Management, LLC manage?

Keudell Morrison Wealth Management, LLC reports $813 million in regulatory assets under management on its Form ADV.

How many employees does Keudell Morrison Wealth Management, LLC have?

Keudell Morrison Wealth Management, LLC reports 11 employees.

Where is Keudell Morrison Wealth Management, LLC located?

Keudell Morrison Wealth Management, LLC is based in Salem, OR and has been SEC-registered since 2018.

Does Keudell Morrison Wealth Management, LLC disclose fund performance?

Keudell Morrison Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address235 Front St. SE, Suite 300, Salem, OR 97301
Phone(971) 209-4500
Fax(971) 209-4501
Office hours7:30 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$813M
Non-discretionary$0
Total (RAUM)$813M