KEUDELL MORRISON WEALTH MANAGEMENT, LLC
CRD #292600 SEC #801-112770 SALEM, OR (971) 209-4500
SEC Registered
Total AUM
$813M
Discretionary
$813M
Employees
11
Clients
--
Accounts
1,992
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $813M | $813M | $0 | 11 | 0 |
| Dec 2024 | $724M | $724M | $0 | 11 | 0 |
| Oct 2024 | $724M | $724M | $0 | 11 | 0 |
| Oct 2024 | $724M | $724M | $0 | 11 | 0 |
| Sep 2024 | $724M | $724M | $0 | 11 | 0 |
| Aug 2024 | $724M | $724M | $0 | 11 | 0 |
| Aug 2024 | $724M | $724M | $0 | 11 | 0 |
| May 2024 | $724M | $724M | $0 | 5 | 0 |
| Mar 2024 | $724M | $724M | $0 | 5 | 0 |
| Mar 2023 | $633.7M | $633.7M | $0 | 5 | 0 |
| Nov 2022 | $671.3M | $502.7M | $168.6M | 5 | 0 |
| Sep 2022 | $671.3M | $502.7M | $168.6M | 5 | 0 |
| Apr 2022 | $671.3M | $502.7M | $168.6M | 5 | 0 |
| Mar 2022 | $671.3M | $502.7M | $168.6M | 5 | 0 |
| Nov 2021 | $559.2M | $450.6M | $108.6M | 4 | 0 |
| Mar 2021 | $559.2M | $450.6M | $108.6M | 4 | 0 |
| Feb 2021 | $559.2M | $450.6M | $108.6M | 4 | 0 |
| Jun 2020 | $510M | $386.2M | $123.8M | 4 | 0 |
| Mar 2020 | $510M | $386.2M | $123.8M | 4 | 0 |
| Oct 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Sep 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Sep 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| May 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Apr 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Apr 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Feb 2019 | $415M | $351.7M | $63.3M | 4 | 0 |
| Jul 2018 | $426.6M | $341.7M | $84.9M | 4 | 0 |
DateMar 2025
Total AUM$813M
Discretionary$813M
Non-Disc.$0
Employees11
Clients0
DateDec 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateOct 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateOct 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateSep 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees11
Clients0
DateMay 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$724M
Discretionary$724M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$633.7M
Discretionary$633.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$671.3M
Discretionary$502.7M
Non-Disc.$168.6M
Employees5
Clients0
DateSep 2022
Total AUM$671.3M
Discretionary$502.7M
Non-Disc.$168.6M
Employees5
Clients0
DateApr 2022
Total AUM$671.3M
Discretionary$502.7M
Non-Disc.$168.6M
Employees5
Clients0
DateMar 2022
Total AUM$671.3M
Discretionary$502.7M
Non-Disc.$168.6M
Employees5
Clients0
DateNov 2021
Total AUM$559.2M
Discretionary$450.6M
Non-Disc.$108.6M
Employees4
Clients0
DateMar 2021
Total AUM$559.2M
Discretionary$450.6M
Non-Disc.$108.6M
Employees4
Clients0
DateFeb 2021
Total AUM$559.2M
Discretionary$450.6M
Non-Disc.$108.6M
Employees4
Clients0
DateJun 2020
Total AUM$510M
Discretionary$386.2M
Non-Disc.$123.8M
Employees4
Clients0
DateMar 2020
Total AUM$510M
Discretionary$386.2M
Non-Disc.$123.8M
Employees4
Clients0
DateOct 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateSep 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateSep 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateMay 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateApr 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateApr 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateFeb 2019
Total AUM$415M
Discretionary$351.7M
Non-Disc.$63.3M
Employees4
Clients0
DateJul 2018
Total AUM$426.6M
Discretionary$341.7M
Non-Disc.$84.9M
Employees4
Clients0