Keudell Morrison Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

137

Total plan assets

$35.3M

Filings (rows)

Direct comp

$98K

Indirect comp

Showing only "KEUDELL MORRISON WEALTH MANAGEMENT"

View all 2 variants aggregated →

KEUDELL MORRISON WEALTH MANAGEMENT2 KEUDELL MORRISON WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Celartem, Inc. DBA Extensis Celartem, Inc. DBA Extensis 401(k) Plan · all filings	TIGARD, OR	Other service providers	66	$19.0M	$41K	$0
Celartem, Inc. DBA Extensis and Lizard Tech Celartem, Inc. 401(k) Plan · all filings	TIGARD, OR	Advisor / Consultant	71	$16.3M	$57K	$0