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| Happy Holidays!! thanks for using AUM13F!! |
| MSP Wealth Management LLC
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| CRD # | 306522 |
| SEC # | 801-117846 |
| CIK # | |
| AUM | $193.0 M (2025-03-14) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 541-884-4164 |
| Address | 824 Pine Street Klamath Falls, OR 97601 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 345 | 79.0 |
| (b) Individuals (high net worth individuals) | 55 | 102.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 795 | 193.0 |
| By Discretionary | ||
| Discretionary | 787 | 187.9 |
| Non-Discretionary | 8 | 5.1 |
| Total | 795 | 193.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.0 | |
| Total | 795 | 193.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The DALA Group LLC
✚
|
IL | 0.2 |
|
Lovett Investment Consulting LLC
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|
0.2 | |
|
Clark Monroe Blackman LLC
✚
|
0.2 | |
|
3J Capital Partners Ltd
✚
|
0.2 | |
|
Antonelli Financial Advisors LLC
✚
|
MI | 0.2 |
|
Blue Summit Financial Group Inc
✚
|
CA | 0.2 |
|
Keystone Financial Services LLC
✚
|
NE | 0.2 |
|
ECON Financial Services Corporation
✚
|
PA | 0.2 |
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 0.2 |
|
Allen Capital Management LLC
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|
WA | 0.2 |