Keudell Morrison Wealth Management, LLC
● SEC registered since 2018CRD 292600SEC# 801-112770Salem, OR
Reg. AUM
$921.5M
Employees
11
Accounts
2,083
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 $921.5 million in regulatory assets under management and employs 11 people.
Keudell Morrison Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Marie Shine Control | Chief Compliance Officer, Partner, Coo | 5-10% | 2022 |
| Joel K Blount Control | Partner/Member | 25-50% | 2012 |
| Joseph Michael Morelli | Partner | 5-10% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Keudell Morrison Wealth Management, LLC manage?
Keudell Morrison Wealth Management, LLC reports $921.5 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
| Address | 235 Front St. SE, Suite 300, Salem, OR 97301 |
| Phone | (971) 209-4500 |
| Fax | (971) 209-4501 |
| Office hours | 7:30 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$921.5M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$921.5Mregulatory AUM
Discretionary $921.5M