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| Keyboard |
| MSP Wealth Management LLC
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|---|---|
| CRD # | 306522 |
| SEC # | 801-117846 |
| CIK # | |
| AUM | 228.5 M (2026-03-18) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 354 | 89.7 |
| (b) Individuals (high net worth individuals) | 60 | 122.5 |
| (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 | 15.3 |
| (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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 872 | 228.5 |
| By Discretionary | ||
| Discretionary | 858 | 228.0 |
| Non-Discretionary | 14 | 0.4 |
| Total | 872 | 228.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.5 | |
| Total | 872 | 228.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hemisphere Partners LLC
✚
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NY | 228.9 M |
|
LSB Capital Management Inc
✚
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IA | 228.8 M |
|
JW Korth & Company Limited Partnership
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MI | 228.7 M |
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Westview Management LLC
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VT | 228.6 M |
|
Calderwood Financial Strategies Inc
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TX | 228.5 M |
|
Colin Bruce Ted
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228.5 M | |
|
Wealth Forward LLC
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ND | 228.1 M |
|
Cascade Wealth Advisors Inc
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WA | 228.1 M |
|
Beacon Financial Advisors Inc
✚
|
NY | 228.0 M |
|
Center for Wealth Management LLC
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|
227.8 M |