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Keudell Morrison Wealth Management
KEUDELL MORRISON WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Salem, OR, registered since 2018. The firm manages approximately $922...
Keudell Morrison Wealth Management
KEUDELL MORRISON WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in Salem, OR, registered since 2018. The firm manages approximately $922 million in assets. It has 11 employees and 6 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Sector focus
Frequently asked questions
Who runs Keudell Morrison Wealth Management?
The principals of Keudell Morrison Wealth Management are not publicly identified. No named operators appear in state business registries or industry databases. The firm may be managed by a single family or a small group of individuals.
What investment strategy does Keudell Morrison Wealth Management follow?
Based on its firm type, the firm likely allocates capital across a multi-asset portfolio including public equities, fixed income, and alternative investments. Exact asset allocation, stage focus, and deal sourcing are not disclosed.
Is Keudell Morrison Wealth Management a registered investment adviser?
The firm is structured as an LLC and does not appear on SEC or state investment adviser registries. It likely manages capital for a single family or a limited group, not for external clients.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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