MSP WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$228,456,554
Discretionary
$228,028,259
Non-discretionary
$428,295
Firm details
- CRD number
- 306522
- SEC file number
- 801-117846
- Main office
- KLAMATH FALLS, OR, United States
- Employees
- 6
- SEC status
- Approved
- Website
- http://www.mspwealth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.