Overview
Assets Under Management: $193 million
Headquarters: KLAMATH FALLS, OR
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
MSP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306522), MSP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MSP WEALTH MANAGEMENT, LLC is headquartered in KLAMATH FALLS, OR.
MSP WEALTH MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated January 06, 2026. View client details ↓
According to their SEC Form ADV, MSP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MSP WEALTH MANAGEMENT, LLC manages $193 million in client assets according to their SEC filing dated January 06, 2026.
According to their SEC Form ADV, MSP WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 795
Discretionary Accounts: 787
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 306522
Filing ID: 2038050
Last Filing Date: 2026-01-06 18:28:23