CRD: 292600
Keudell Morrison Wealth Management, LLC
$921.5M Total AUM
$921.5M Disc. AUM
13.7% 3Y CAGR
11 Employees
816 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-2018
- Office Locations
- 1
Office Locations
235 Front St. SE Suite 300 Salem OR
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
44 AVG AGE
$153.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.1 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
8yrs Firm Age
Insights
Upgrade to reveal position-level detail across fusion alpha.
Request access to benchmark trends tied to vertex.
Unlock to compare peer behavior around matrix summit.
Unlock to see real insight on quantum prime atlas.
Premium access reveals conviction themes in radial foundation.
Unlock to see real insight on atlas timber signal.
Premium access reveals conviction themes in optima beacon.
Unlock to compare peer behavior around wave oak.
Asset Classes
Matrix
Client Personas
Capital
Custodian
Momentum Insight insight Horizon Prime legacy Catalyst Summit north
Fund Managers
Harbor crest
Investment Themes
Fusion horizon Quantum Optima
Investment Vehicles
Capital Prime vector
Platform
Timber
Services
Vital Bridge Pathway Element Focus pathway Horizon Ember foundation
Owner & Executives
J
JOEL K BLOUNT
PARTNER, Senior Investment Advisor
- CRD
- #4480023
- Ownership
- 25% but less than 50%
(886) 326-2694
prime.vector@unisoncapital.com
in linkedin.com/in/pioneer-atlas
M
MICHAEL ANDREW MORRISON
Managing Partner, Partner
- CRD
- #2827037
- Ownership
- 25% but less than 50%
(230) 317-5862
radial.summit@beaconcapital.com
in linkedin.com/in/zenith-eagle
V
Vertex foundation
North pioneer
- CRD
- #48373
- Ownership
- 16.8%
(659) 404-4051
catalyst.signal@ridgecapital.com
in linkedin.com/in/glacier-vital
Showing 2 of 7 owners & executives
Unlock allContacts
K
Kurt Potter
--
- CRD
- #8033364
(202) 616-3739
wave.foundation@matrixcapital.com
in linkedin.com/in/summit-peak
Showing 1 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $921,506,676 | $442,394 |
| Non-Discretionary | $0 | -- |
| Total | $921,506,676 | $442,394 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $921,506,676
Public Funds:
5.7% Equity - Exchange:
11.2% Cash:
16.8% Municipal Bonds:
12.5% U.S. Government/Agency:
16.2% Corporate - Investment Grade:
16.4% Equity - OTC:
21.2% | 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 | Q2 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 |