MSP WEALTH MANAGEMENT, LLC

KLAMATH FALLS, Oregon·5 registered advisors·CRD# 306522
SEC# 801-1178461541-884-4164
01

Firm Overview

AUM
$170M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MSP WEALTH MANAGEMENT, LLC

5 registered advisors
Andrew Eldon Peterson
KLAMATH FALLS, Oregon
Autumn Brooke Armbruster
KLAMATH FALLS, Oregon
Gerrin Patrick Degroot
KLAMATH FALLS, Oregon
John Thomas Carr
LAKE OSWEGO, Oregon
Terrence John Scroggin
KLAMATH FALLS, Oregon
05

Office Locations

KLAMATH FALLS, Oregon
4 advisors
LAKE OSWEGO, Oregon
1 advisor

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Data sourced from SEC Form ADV filings. MSP WEALTH MANAGEMENT, LLC (CRD# 306522) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.