Wealth Manager
    SEC Registered
    Manages Private Funds

    Keudell Morrison Wealth Management, LLC

    Registered investment advisor · Salem, Oregon · CRD #292600

    Assets Under Management
    $922M
    Client Accounts
    2,083
    Employees
    11
    CRD Number
    292600
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Keudell Morrison Wealth Management, LLC

    Keudell Morrison Wealth Management, LLC is an investment advisory firm based in Salem, OR, offering comprehensive services to help clients achieve financial goals. Michael Morrison is the Managing Partner and a Senior Investment Advisor Representative. The firm focuses on personalized investment strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Keudell Morrison Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Keudell Morrison Wealth Management, LLC's AUM?

    Keudell Morrison Wealth Management, LLC reports approximately $922M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Keudell Morrison Wealth Management, LLC headquartered?

    Keudell Morrison Wealth Management, LLC is headquartered in Salem, Oregon.

    What is Keudell Morrison Wealth Management, LLC's CRD number?

    Keudell Morrison Wealth Management, LLC's CRD number is 292600. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Keudell Morrison Wealth Management, LLC manage?

    Keudell Morrison Wealth Management, LLC manages approximately 2,083 client accounts according to its latest SEC filing.

    Is Keudell Morrison Wealth Management, LLC SEC registered?

    Yes, Keudell Morrison Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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