KLAMATH FALLS, ORCRD 306522Latest ADV March 18, 2026
Msp Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Klamath Falls, OR. Its latest Form ADV filing, dated March 18, 2026, reports $228M in regulatory assets under management, 6 employees, 1 office, and 872 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
354
2
HNWI
14.5%
60
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 18, 2026
Discretionary99.8%
$228M
100% of total RAUM99.8%
Non-discretionary0.2%
$428K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$228M
Total Accounts872
10Y AUM Change+$228M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee69:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.