Overview
Assets Under Management: $813 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 169
Average Client Assets: $3 million
Frequently Asked Questions
KEUDELL MORRISON WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292600), KEUDELL MORRISON WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC is headquartered in SALEM, OR.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC serves 169 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, KEUDELL MORRISON WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KEUDELL MORRISON WEALTH MANAGEMENT, LLC manages $813 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, KEUDELL MORRISON WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 169
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,992
Discretionary Accounts: 1,992
Regulatory Filings
CRD Number: 292600
Filing ID: 1954824
Last Filing Date: 2025-03-21 16:40:00
Website: https://kmwm.com