Keudell Morrison Wealth Management, LLC
Firm details
- Headquarters
- Salem, Oregon
- CRD number
- 292600
- Registered since
- April 4, 2018
- Website
- www.keudellmorrisonwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.43%
- Individuals22.14%
- Corporations / Businesses10.64%
- Charitable Organizations2.12%
- Pension & Profit Sharing Plans0.67%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Keudell Morrison Wealth Management, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Keudell Morrison operates as a capital allocator and charges clients via a mix of percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Exchange Traded Equities24%
- Cash & Cash Equivalents10%
- State & Local Bonds9%
- US Government Bonds8%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$392M in ETFs
65%
$254M
16%
$138M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $52.4M | 1,611,475 | 13.39% |
Location
Salem, OR
Marion
Location
Salem, OR
Headquartered in Salem, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Marion
- Address
- 235 Front St Se
- Time zone
- PT (UTC-8)
- Office locations
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