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KEUDELL MORRISON WEALTH MANAGEMENT, LLC

SALEM, OR · CRD 292600 · IAPD ↗ · keudellmorrisonwm.com · (971) 209-4500

$921.5MRegulatory AUM
6Advisory reps
11Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
November 2024 — KEUDELL MORRISON WEALTH MANAGEMENT, LLC changed its website from kmwm.com to keudellmorrisonwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
October 2024 — KEUDELL MORRISON WEALTH MANAGEMENT, LLC now reports custody of client assets ($459.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
61
April 2024 — KEUDELL MORRISON WEALTH MANAGEMENT, LLC reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.