# Keudell Morrison Wealth Management, LLC

> Keudell Morrison Wealth Management, LLC is an SEC-registered investment advisory firm in Salem, OR, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 292600
- Filed as: KEUDELL MORRISON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salem, OR
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292600
- AdvisorCensus page: https://advisorcensus.com/firm/keudell-morrison-wealth-management-llc-salem-or-292600

## Quick answers

**How is Keudell Morrison Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Keudell Morrison Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does Keudell Morrison Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 8, 2026 states: Up to $499,999: 1.5% a year; $500,000 to $999,999: 1.25% a year; $1,000,000 to $1,999,999: 1% a year; Above $1,999,999: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Keudell Morrison Wealth Management, LLC located?**
Keudell Morrison Wealth Management, LLC's principal office is in Salem, OR, according to its Form ADV.

**Is Keudell Morrison Wealth Management, LLC registered with the SEC or a state?**
Keudell Morrison Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292600.

**How much does Keudell Morrison Wealth Management, LLC manage?**
Keudell Morrison Wealth Management, LLC reports $921,506,676 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**How have Keudell Morrison Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Keudell Morrison Wealth Management, LLC: Regulatory assets under management: $559,208,957 in the October 2021 data and $921,506,676 in the October 2026 data, up 65%. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keudell Morrison Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (588); high net worth individuals (178); corporations or other businesses not listed above (33).

**Which custodians does Keudell Morrison Wealth Management, LLC use?**
Keudell Morrison Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Keudell Morrison Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292600

**Does Keudell Morrison Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 8, 2026 says: "Keudell Morrison has an asset minimum of $ 500,000. We will make exceptions to this minimum under certain circumstances."

**What changed in Keudell Morrison Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $812,993,072 to $921,506,676 (+13%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Up to $499,999: 1.5% a year
- $500,000 to $999,999: 1.25% a year
- $1,000,000 to $1,999,999: 1% a year
- Above $1,999,999: see the brochure

> Keudell Morrison’s standard fee schedule is:

> Under $499,999 1.50%

> $500,000 – $999,999 1.25%

> $1,000,000 – $1,999,999 1.00%

> $2,000,000 and over Negotiable

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> Keudell Morrison has an asset minimum of $ 500,000. We will make exceptions to this minimum under certain circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $921,506,676
- Discretionary: $921,506,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 588 | $204,032,701 |
| High net worth individuals | 178 | $593,763,488 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,178,104 |
| Charitable organizations | 12 | $19,523,313 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 33 | $98,009,070 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 11 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AZ, CA, ID, LA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keudellmorrisonwm.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $559,208,957 | 4 | March 18, 2021 |
| October 2022 | $671,253,568 | 5 | September 15, 2022 |
| October 2023 | $633,687,617 | 5 | March 31, 2023 |
| October 2024 | $723,962,664 | 11 | September 23, 2024 |
| October 2025 | $812,993,072 | 11 | March 21, 2025 |
| October 2026 | $921,506,676 | 11 | July 8, 2026 |

Regulatory assets under management: $559,208,957 in the October 2021 data and $921,506,676 in the October 2026 data, up 65%.
Total employees: 4 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $812,993,072 to $921,506,676 (+13%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keudell Morrison Wealth Management, LLC (CRD 292600): Form ADV filing data as of October 2026.