Msp Wealth Management, LLC
● SEC registered since 2020CRD 306522SEC# 801-117846Klamath Falls, OR
Reg. AUM
$228.5M
Employees
6
Accounts
872
Location
Klamath Falls, OR
About Msp Wealth Management
MSP Wealth Management combines CPA and financial advisory guidance to simplify finances, minimize taxes, and maximize wealth. It integrates financial, retirement, investment, estate, and tax planning under one team.
Summary based on the firm’s website.
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 $228.5 million in regulatory assets under management and employs 6 people.
Msp Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Autumn Brooke Armbruster Control | Chief Compliance Officer | Under 5% | 2020 |
| Gerrin Patrick Degroot Control | Partner | 25-50% | 2003 |
| Terrence John Scroggin Control | Managing Partner | 50-75% | 2003 |
Frequently asked questions
How much does Msp Wealth Management, LLC manage?
Msp Wealth Management, LLC reports $228.5 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
| Address | 824 Pine Street, Klamath Falls, OR 97601 |
| Phone | 541-884-4164 |
| Fax | 541-883-1232 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.5M▲ 34%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$228.5Mregulatory AUM
Discretionary $228MNon-discretionary $428K