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| Keudell Morrison Wealth Management LLC
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|---|---|
| CRD # | 292600 |
| SEC # | 801-112770 |
| CIK # | 0001785498 |
| AUM | 921.5 M (2026-03-23) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 971-209-4500 |
| Address | 235 Front St SE Salem, OR 97301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.4 | ||
| Alphabet Inc | 10.3 | ||
| Lam Research Corp | 9.1 | ||
| Amazon Com Inc | 8.7 | ||
| Microsoft Corp | 7.5 | ||
| Lilly Eli & Co | 6.0 | ||
| AbbVie Inc | 5.0 | ||
| Nvidia Corp | 4.6 | ||
| Caterpillar Inc | 4.3 | ||
| Alphabet Inc | 4.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 588 | 204.0 |
| (b) Individuals (high net worth individuals) | 178 | 593.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 6.2 |
| (h) Charitable organizations | 12 | 19.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 98.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,083 | 921.5 |
| By Discretionary | ||
| Discretionary | 2,083 | 921.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,083 | 921.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 921.5 | |
| Total | 2,083 | 921.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001785498] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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