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 registered investment adviser formed in 2018 and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships, and positions itself as a capital allocator that combines planning with investment implementation. Core advisory services cited include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model mixes percentage-of-AUM charges with fixed fees. The firm is not identified as an active ESG investor and is not listed as a multi-state or pension consulting adviser.
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
1 of 1
Amanda Shine
Chief Operations OfficerCRD 5978342
Contacts
3 of 7
Kurt Potter
Research AnalystCRD 8033364
Joel Blount
Senior Investment Advisor RepresentativeCRD 4480023
Max Elvrom
Investment Advisor RepresentativeCRD 5811251
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$348M in ETFs
68%
$236M
12%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $53.6M | 1,690,577 | 15.40% |
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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