MSP WEALTH MANAGEMENT, LLC
CRD #306522 SEC #801-117846 KLAMATH FALLS, OR 541-884-4164
SEC Registered
Total AUM
$193M
Discretionary
$187.9M
Employees
6
Clients
0
Accounts
795
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $193M | $187.9M | $5.1M | 6 | 1 |
| Jan 2025 | $170M | $165.2M | $4.8M | 7 | 1 |
| Mar 2024 | $170M | $165.2M | $4.8M | 7 | 1 |
| Mar 2023 | $147.1M | $143.5M | $3.6M | 7 | 0 |
| May 2022 | $170.8M | $169.7M | $1.1M | 7 | 0 |
| Mar 2022 | $170.8M | $169.7M | $1.1M | 7 | 0 |
| Sep 2021 | $140.5M | $134.7M | $5.9M | 7 | 0 |
| Mar 2021 | $140.5M | $134.7M | $5.9M | 7 | 0 |
| Jun 2020 | $105.1M | $103.1M | $2M | 7 | 0 |
| May 2020 | $105.1M | $103.1M | $2M | 7 | 0 |
| Mar 2020 | $0 | $0 | $0 | 7 | 0 |
| Mar 2020 | $0 | $0 | $0 | 7 | 0 |
| Mar 2020 | $0 | $0 | $0 | 7 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$193M
Discretionary$187.9M
Non-Disc.$5.1M
Employees6
Clients1
DateJan 2025
Total AUM$170M
Discretionary$165.2M
Non-Disc.$4.8M
Employees7
Clients1
DateMar 2024
Total AUM$170M
Discretionary$165.2M
Non-Disc.$4.8M
Employees7
Clients1
DateMar 2023
Total AUM$147.1M
Discretionary$143.5M
Non-Disc.$3.6M
Employees7
Clients0
DateMay 2022
Total AUM$170.8M
Discretionary$169.7M
Non-Disc.$1.1M
Employees7
Clients0
DateMar 2022
Total AUM$170.8M
Discretionary$169.7M
Non-Disc.$1.1M
Employees7
Clients0
DateSep 2021
Total AUM$140.5M
Discretionary$134.7M
Non-Disc.$5.9M
Employees7
Clients0
DateMar 2021
Total AUM$140.5M
Discretionary$134.7M
Non-Disc.$5.9M
Employees7
Clients0
DateJun 2020
Total AUM$105.1M
Discretionary$103.1M
Non-Disc.$2M
Employees7
Clients0
DateMay 2020
Total AUM$105.1M
Discretionary$103.1M
Non-Disc.$2M
Employees7
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0