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MSP WEALTH MANAGEMENT, LLC

KLAMATH FALLS, OR · CRD 306522 · IAPD ↗ · mspwealth.com · 541-884-4164

$228.5MRegulatory AUM
6Advisory reps
6Employees
1Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MSP WEALTH MANAGEMENT, LLC now reports custody of client assets ($100.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
February 2026 — MSP WEALTH MANAGEMENT, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
February 2025 — MSP WEALTH MANAGEMENT, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — MSP WEALTH MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.