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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD 292600

SALEM, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b0e4081-7e93-008c-a944-cad3fcb5e99c

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 1
On other graphs: 1
Observed: Mar 5, 2018 to Jul 8, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Keudell Morrison Wealth Management, LLC

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $922MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $922M
Private client RAUM: $798MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $115Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,083
Individual clients: 588
High net worth clients: 178
Custody, client assets: $767M
SEC number: 801-112770
CRD: 292600
Filings on the tape: 35
First filed: Mar 5, 2018
Latest filed: Jul 8, 2026
Organised: Limited Liability Company, OR
Website: keudellmorrisonwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LARRY KEVIN KEUDELL	Certified Financial Planner	SALEM, OR	8	42	3	no
STEPHANIE ANNE SMITH	n/a	SALEM, OR	8	13	1	no
MICHAEL ANDREW MORRISON	n/a	SALEM, OR	8	29	3	no
JOEL K BLOUNT	n/a	SALEM, OR	8	24	3	no
AMANDA MARIE SHINE	n/a	SALEM, OR	8	13	1	no
Joseph Michael Morelli	Certified Financial Planner	SALEM, OR	4	16	n/a	no
Max Joseph Elvrom	Certified Financial Planner	SALEM, OR	2	15	3	no
Kurt Potter	n/a	SALEM, OR	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLOUNT, JOEL, K	PARTNER/MEMBER	C	yes	01/2012	Mar 5, 2018	Dec 3, 2024
MORRISON, MICHAEL, ANDREW	MANAGING PARTNER/MEMBER	C	yes	01/2021	Mar 5, 2018	Dec 3, 2024
KEUDELL, LARRY, KEVIN	PARTNER/MEMBER	B	no	01/2012	Mar 5, 2018	Dec 3, 2024
SHINE, AMANDA, MARIE	CHIEF COMPLIANCE OFFICER, PARTNER, COO	Na	no	01/2022	Mar 14, 2022	Dec 3, 2024
SMITH, STEPHANIE, ANNE	PARTNER/MEMBER	B	no	01/2019	Sep 5, 2019	Dec 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 23, 2026	$922M	$922M	11	6	n/a	n/a
2024	Mar 21, 2025	$813M	$813M	11	6	n/a	n/a
2023	Mar 27, 2024	$724M	$724M	5	5	n/a	n/a
2022	Mar 31, 2023	$634M	$634M	5	5	n/a	n/a
2021	Mar 14, 2022	$671M	$503M	5	5	n/a	n/a
2020	Feb 18, 2021	$559M	$451M	4	4	n/a	n/a
2019	Mar 24, 2020	$510M	$386M	4	4	n/a	n/a
2018	Feb 28, 2019	$415M	$352M	4	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$922M	$813M	13.3%	$634M	13.3%	11	11	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	6	Apr 20, 2018	Apr 6, 2018	SALEM, OR	Team lift out	Wirehouse to new firm	0.4%

Relationships

Registered with (9)

← Kurt PotterAdvisorregistration: current employment
Jun 26, 2025 to presentfactForm ADV
← Max Joseph ElvromAdvisorregistration: current employment
Jul 9, 2024 to presentfactForm ADV
← Joseph Michael MorelliAdvisorregistration: current employment
Mar 10, 2022 to presentfactForm ADV
← LARRY KEVIN KEUDELLAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← STEPHANIE ANNE SMITHAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← MICHAEL ANDREW MORRISONAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← JOEL K BLOUNTAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← AMANDA MARIE SHINEAdvisorregistration: current employment
Apr 6, 2018 to presentfactForm ADV
← Sandra Kay LobatoAdvisorregistration: previous registration
Apr 6, 2018 to Dec 12, 2018factForm ADV

Owns (3)

← KEUDELL, LARRY, KEVINOwnerPARTNER/MEMBER, ownership code B, individual
Mar 5, 2018 to Dec 3, 2024factForm ADV
← SMITH, STEPHANIE, ANNEOwnerPARTNER/MEMBER, ownership code B, individual
Sep 5, 2019 to Dec 3, 2024factForm ADV
← SHINE, AMANDA, MARIEOwnerCHIEF COMPLIANCE OFFICER, PARTNER, COO, ownership code NA, individual
Mar 14, 2022 to Dec 3, 2024factForm ADV

Controls (2)

← MORRISON, MICHAEL, ANDREWOwnerMANAGING PARTNER/MEMBER, ownership code C, individual
Mar 5, 2018 to Dec 3, 2024factForm ADV
← BLOUNT, JOEL, KOwnerPARTNER/MEMBER, ownership code C, individual
Mar 5, 2018 to Dec 3, 2024factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser6 advisors, team lift out, same day
Apr 20, 2018 to Apr 6, 2018factForm ADV

Dated events

Occurred
Mar 5, 2018
First Form ADV filing
Keudell Morrison Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b0e4081-7e93-008c-a944-cad3fcb5e99c
First observed: Mar 5, 2018
Last observed: Jul 8, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEUDELL MORRISON WEALTH MANAGEMENT, LLC

CRD 292600

SALEM, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b0e4081-7e93-008c-a944-cad3fcb5e99c

Data as of Jul 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARRY KEVIN KEUDELL

Certified Financial Planner

SALEM, OR

STEPHANIE ANNE SMITH

n/a

SALEM, OR

MICHAEL ANDREW MORRISON

n/a

SALEM, OR

JOEL K BLOUNT

n/a

SALEM, OR

AMANDA MARIE SHINE

n/a

SALEM, OR

Joseph Michael Morelli

Certified Financial Planner

SALEM, OR

n/a

Max Joseph Elvrom

Certified Financial Planner

SALEM, OR

Kurt Potter

n/a

SALEM, OR

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLOUNT, JOEL, K

PARTNER/MEMBER

yes

01/2012

Mar 5, 2018

Dec 3, 2024

MORRISON, MICHAEL, ANDREW

MANAGING PARTNER/MEMBER

yes

01/2021

Mar 5, 2018

Dec 3, 2024

KEUDELL, LARRY, KEVIN

PARTNER/MEMBER

01/2012

Mar 5, 2018

Dec 3, 2024

SHINE, AMANDA, MARIE

CHIEF COMPLIANCE OFFICER, PARTNER, COO

01/2022

Mar 14, 2022

Dec 3, 2024

SMITH, STEPHANIE, ANNE

PARTNER/MEMBER

01/2019

Sep 5, 2019

Dec 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$922M

n/a

2024

Mar 21, 2025

$813M

n/a

2023

Mar 27, 2024

$724M

n/a

2022

Mar 31, 2023

$634M

n/a

2021

Mar 14, 2022

$671M

$503M

n/a

2020

Feb 18, 2021

$559M

$451M

n/a

2019

Mar 24, 2020

$510M

$386M

n/a

2018

Feb 28, 2019

$415M

$352M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$922M

$813M

13.3%

$634M

13.3%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 20, 2018

Apr 6, 2018

SALEM, OR

Team lift out

Wirehouse to new firm

0.4%