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| Keudell Morrison Wealth Management LLC
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|---|---|
| CRD # | 292600 |
| SEC # | 801-112770 |
| CIK # | 0001785498 |
| AUM | $813.0 M (2025-03-21) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 971-209-4500 |
| Address | 235 Front St SE Salem, OR 97301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.7 | ||
| Microsoft Corp | 9.4 | ||
| Amazon Com Inc | 7.1 | ||
| Alphabet Inc | 5.3 | ||
| Exxon Mobil Corp | 4.4 | ||
| VISA Inc | 4.1 | ||
| Lilly Eli & Co | 4.1 | ||
| AbbVie Inc | 4.0 | ||
| World Currency Gold Trust | 3.6 | ||
| Home Depot Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 183.1 |
| (b) Individuals (high net worth individuals) | 169 | 520.3 |
| (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 | 6 | 5.6 |
| (h) Charitable organizations | 10 | 15.4 |
| (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 | 32 | 88.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,992 | 813.0 |
| By Discretionary | ||
| Discretionary | 1,992 | 813.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,992 | 813.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 813.0 | |
| Total | 1,992 | 813.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001785498] |
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|---|---|---|
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JT Stratford LLC
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|
GA | 0.8 |
|
Round Rock Advisors LLC
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CT | 0.8 |
|
NFSG Corporation
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FL | 0.8 |
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High Probability Advisors LLC
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NY | 0.8 |
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Compound Global Advisors LLC
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0.8 | |
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Elwood & Goetz Wealth Advisory Group LLC
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Oak Root LLC
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|
0.8 | |
|
Investmark Advisory Group LLC
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CT | 0.8 |
|
BCS Financial LLC
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|
TN | 0.8 |
|
Statheros Financial Solutions Inc
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|
CA | 0.8 |