Keudell Morrison Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salem, OR. Its latest Form ADV filing, dated March 23, 2026, reports $922M in regulatory assets under management, 11 employees, and 2,083 accounts.
Assets Under Management
$922M
Employees
11
Offices
--
Total Clients
816
Primary office
SALEM, OR
235 FRONT ST. SE, SUITE 300, SALEM, OR, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
588
2
HNWI
21.8%
178
3
Corporations
4.0%
33
4
Charitable
1.5%
12
5
Pension Plans
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$922Mas of March 23, 2026
Discretionary100.0%
$922M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$922M
Total Accounts2,083
10Y AUM Change+$922M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee74:1
10Y Employee Change+5 (+83.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.