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Msp Wealth Management, LLC

● SEC registered since 2020CRD 306522SEC# 801-117846Klamath Falls, OR
Export (members)
Reg. AUM
$193M
Employees
6
Accounts
795
Location
Klamath Falls, OR

Msp Wealth Management, LLC assets under management

Msp Wealth Management, LLC operates as an SEC-registered investment adviser based in Klamath Falls, OR. The firm has been registered since 2020. It reports $193 million in regulatory assets under management and employs 6 people.

Msp Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Autumn Brooke Armbruster ControlChief Compliance OfficerUnder 5%2020
Gerrin Patrick Degroot ControlPartner25-50%2003
Terrence John Scroggin ControlManaging Partner50-75%2003

Frequently asked questions

How much does Msp Wealth Management, LLC manage?

Msp Wealth Management, LLC reports $193 million in regulatory assets under management on its Form ADV.

How many employees does Msp Wealth Management, LLC have?

Msp Wealth Management, LLC reports 6 employees.

Where is Msp Wealth Management, LLC located?

Msp Wealth Management, LLC is based in Klamath Falls, OR and has been SEC-registered since 2020.

Does Msp Wealth Management, LLC disclose fund performance?

Msp Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address824 Pine Street, Klamath Falls, OR 97601
Phone541-884-4164
Fax541-883-1232
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187.9M
Non-discretionary$5.1M
Total (RAUM)$193M