AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocal

Msp Wealth Management, LLC

Msp Wealth Management, LLC is a fee-based, SEC-registered investment adviser in Klamath Falls, Oregon, registered with the SEC since 2020, managing approximately $228M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

View official SEC record ↗Firm website ↗Try our matching tool →

Source: SEC Form ADV · CRD #306522 · SEC #801-117846 · SEC-registered since 2020 (6 yrs) · Last filing data January 1, 2026

AUM
$228M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
1

Form ADV 5.C — may be institutional

Employees
6

6 advisers

Assets per adviser

$38Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From mspwealth.com

Visit site ↗
Screenshot of the Msp Wealth Management, LLC website

Overview

AI-generated summary

Msp Wealth Management, LLC is a fee-based, SEC-registered investment adviser based in Klamath Falls, Oregon. It reported approximately $228M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
306522
SEC #
801-117846
Headquarters
Klamath Falls, OR
Employees
6

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$228M
Assets under management by year
YearReported AUM
2026$228M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Msp Wealth Management, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Msp Wealth Management, LLC a fiduciary?+

Yes. Msp Wealth Management, LLC is an SEC-registered investment adviser (CRD #306522), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Msp Wealth Management, LLC compensated?+

Msp Wealth Management, LLC reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Msp Wealth Management, LLC manage?+

Msp Wealth Management, LLC reported approximately $228M in regulatory assets under management as of its most recent Form ADV filing.

Does Msp Wealth Management, LLC have any disclosures?+

Msp Wealth Management, LLC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Msp Wealth Management, LLC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

·
← Back to directory