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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SHINE, AMANDA, MARIE | I | CHIEF COMPLIANCE OFFICER, PARTNER, COO | NA | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | NA | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | NA | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | NA | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | NA | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | NA | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | MEMBER | C | |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | PARTNER/MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | CHIEF COMPLIANCE OFFICER, MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| MORRISON, MICHAEL, ANDREW | I | MANAGING PARTNER/MEMBER | C | Control |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| BLOUNT, JOEL, K | I | MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | MEMBER | B | Control |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| KEUDELL, LARRY, KEVIN | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | PARTNER/MEMBER | B | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | A | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | A | |
| SMITH, STEPHANIE, ANNE | I | MEMBER | A |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (8)
AK AZ CA ID LA OR TX WA
Address
235 FRONT ST. SESUITE 300
SALEM, OR 97301
United States
Phone: (971) 209-4500