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MSP WEALTH MANAGEMENT, LLC
CRD 306522 · SEC 801-117846
824 PINE STREET, KLAMATH FALLS, OR, 97601, United States
Phone
541-884-4164
Fax
541-883-1232
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.5M
Discretionary AUM
$228.0M
Team
6 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 354 | $89.7M |
| High net worth individuals | 60 | $122.5M |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD