Keudell Morrison Wealth Management, Llc
- Regulatory AUM
- $922M
- Discretionary
- $922M
- Clients
- 816
- Avg AUM / client
- $1.1M
- Accounts
- 2,083
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 588 | $204M | 22.1% |
| High net worth individuals | 178 | $594M | 64.4% |
| Pension and profit sharing plans | 5 | $6.2M | 0.67% |
| Charitable organizations | 12 | $19.5M | 2.12% |
| Corporations and other businesses | 33 | $98.0M | 10.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Celartem, Inc. Dba Extensis 401(k) Plan Celartem, Inc. Dba Extensis | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joel K Blount | Partner/Member | Jan 2012 (15y) | 25% – 50% | |
| Larry Kevin Keudell | Partner/Member | CFP | Jan 2012 (15y) | 10% – 25% |
| Amanda Marie Shine | Chief Compliance Officer, Partner, Coo | Apr 2018 (8y) | Less than 5% | |
| Michael Andrew Morrison | Managing Partner/Member | Apr 2018 (8y) | 25% – 50% | |
| Stephanie Anne Smith | Partner/Member | Apr 2018 (8y) | 10% – 25% | |
| Joseph Michael Morelli | Registered representative | CFP | Mar 2022 (4y) | |
| Max Joseph Elvrom | Registered representative | CFP | Jul 2024 (2y) | |
| Kurt Potter | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Celartem, Inc. Dba Extensis 401(k) Plan | Celartem, Inc. Dba Extensis | 66 | $19.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/08/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $921M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.
View current Form ADV (SEC/IAPD) ↗