KEUDELL MORRISON WEALTH MANAGEMENT, LLC

Overview

Keudell Morrison Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2018 and operates as an individual-owned LLC. The firm serves high-net-worth individuals, families and some institutional clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Keudell Morrison acts as a capital allocator — it blends direct portfolio construction with allocations to third‑party managers and funds rather than relying solely on proprietary products. Fee arrangements include percentage-of-AUM billing as well as fixed fees. The firm does not identify as an active ESG investor. Keudell Morrison’s investment approach shows a meaningful tilt toward pooled public funds and ETFs while maintaining selective positions in individual equities. The adviser uses mutual funds and exchange-traded funds as core building blocks for client portfolios and supplements those exposures with externally managed alternative strategies in areas such as real estate, commodities and oil & gas.

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Location & Offices