CRD: 292600
Keudell Morrison Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-2018
- Office Locations
- 1
Office Locations
About Keudell Morrison Wealth Management, LLC
Keudell Morrison Wealth Management is a Salem, OR-based RIA providing financial planning and portfolio management, including insurance, retirement, estate planning, and business-succession guidance. The firm builds tailored solutions using ETFs, mutual funds, index and fixed-income strategies, with a client focus that includes entrepreneurs. Uses Schwab custody and Orion as a key platform, serving both retail and institutional channels.
Team overview
Insights
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOEL K BLOUNT
PARTNER, Senior Investment Advisor
- CRD
- #4480023
- Ownership
- 25% but less than 50%
MICHAEL ANDREW MORRISON
Managing Partner, Partner
- CRD
- #2827037
- Ownership
- 25% but less than 50%
Vertex foundation
North pioneer
- CRD
- #48373
- Ownership
- 16.8%
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Kurt Potter
--
- CRD
- #8033364
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $921,506,676 | $442,394 |
| Non-Discretionary | $0 | -- |
| Total | $921,506,676 | $442,394 |
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Separately Managed Accounts
Total SMA Asset: $921,506,676
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $267,321,986 | 5.7% |
| Equity - Exchange | $525,264,252 | 11.2% |
| Cash | $787,896,379 | 16.8% |
| Municipal Bonds | $586,232,425 | 12.5% |
| U.S. Government/Agency | $759,757,222 | 16.2% |
| Corporate - Investment Grade | $769,136,941 | 16.4% |
| Equity - OTC | $994,250,192 | 21.2% |
| Total | $4,689,859,397 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON VALUE | BEACON EMBER | LY77PCKNY | GQIA | 5.02% | $21,460,106 |
| CREST BRIDGE | RADIAL OAK | QQHNDCOX3 | CRQ | 5.79% | $62,509,677 |
| ZENITH QUANTUM | HORIZON MATRIX | NGH1MA6UT | FERIQ | 9.47% | $5,415,756 |
| PIONEER FOUNDATION OPTIMA | NORTH BEACON | UQCD2UWPS | EHE | 11.43% | $81,297,985 |
| WAVE QUANTUM CREST | VALUE FOCUS | 78XG9KMBV | LMDGE | 7.26% | $19,065,136 |
| VITAL FRONTIER UNISON | FOUNDATION VITAL | 4Z9D2Q1Q2 | TQIQV | 2.13% | $105,192,249 |
| QUANTUM ZENITH ELEMENT | LEGACY FUSION | FD2XBBJAW | JDIW | 6.67% | $57,553,738 |
| ELEMENT CATALYST | PEAK ALPHA | MDPTHPRR3 | QDDZP | 11.79% | $19,115,407 |