KEUDELL MORRISON WEALTH MANAGEMENT, LLC

235 Front St. Se
Suite 300
Salem, Oregon 97301
Tel: (971) 209-4500

About KEUDELL MORRISON WEALTH MANAGEMENT, LLC

KEUDELL MORRISON WEALTH MANAGEMENT, LLC, formally registered with the SEC as KEUDELL MORRISON WEALTH MANAGEMENT, LLC. The firm was established in 04/04/2018. They have over 1 offices throughout the country.

KEUDELL MORRISON WEALTH MANAGEMENT, LLC is a Salem, Oregon based Financial Planning firm with nearly $723,962,664 assets under management, offering retirement planning & investment advisory services to 1862 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292600
SEC#	801-112770
Assets Managed by Firm	$723,962,664
No. of Clients	1862
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1862	$723,962,664
Individuals (other than high net worth individuals)	550	$164,471,573
High net worth individuals	158	$463,412,738
Pension and profit sharing plans	6	$5,753,376
Charitable organizations	8	$4,228,073
Corporations or other businesses	30	$86,096,904

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