Keudell Morrison Wealth Mgmt

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

Total plan assets

$15.5M

Filings (rows)

Direct comp

$61K

Indirect comp

Showing only "KEUDELL MORRISON WEALTH MGMT"

View all 2 variants aggregated →

KEUDELL MORRISON WEALTH MANAGEMENT2 KEUDELL MORRISON WEALTH MGMT1

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Keudell Morrison Wealth Mgmt?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Celartem, Inc. DBA Extensis and Lizardtech Celartem, Inc. 401(k) Plan · all filings	PORTLAND, OR	Advisor / Consultant	73	$15.5M	$61K	$0