# KEUDELL MORRISON WEALTH MANAGEMENT, LLC

KEUDELL MORRISON WEALTH MANAGEMENT, LLC of SALEM, OR is an SEC-registered investment adviser.

## Registration

- CRD: 292600
- Type: SEC-registered investment adviser
- SEC file number: 801-112770
- Location: 235 FRONT ST. SE, SUITE 300, SALEM, OR, 97301
- Phone: (971) 209-4500
- Latest filing: 2026-07-08
- Regulatory AUM: $921.5M
- Discretionary AUM: $921.5M
- Clients: 11
- Accounts: 2,083

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Michael Andrew Morrison | MANAGING PARTNER/MEMBER | Salem, OR |
| Larry Kevin Keudell | PARTNER/MEMBER | — |
| Joel K Blount | PARTNER/MEMBER | — |
| Stephanie Anne Smith | PARTNER/MEMBER | — |
| Amanda Marie Shine | CHIEF COMPLIANCE OFFICER, PARTNER, COO | — |
| SMITH LAURA ANNE | MEMBER; PARTNER/MEMBER | — |
| MORRISON SCOTT ANDREW | CHIEF COMPLIANCE OFFICER, MEMBER; MANAGING PARTNER/MEMBER; MEMBER | — |
| KEUDELL LARRY KEVIN | MEMBER; PARTNER/MEMBER | — |
| BLOUNT JOEL K | MEMBER; PARTNER/MEMBER | — |
| SHINE AMANDA MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PARTNER, COO; COO | — |
| Joseph Michael Morelli | PARTNER | — |
| Max Joseph Elvrom | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292600/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292600/similar
- Related entities: https://search.stillhousedata.com/firm/292600/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292600

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.