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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMBRUSTER, AUTUMN, BROOKE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Carr, John, Thomas | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | D | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| DEGROOT, GERRIN, PATRICK | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| PETERSON, ANDREW, ELDON | I | PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
| SCROGGIN, TERRENCE, JOHN | I | MANAGING PARTNER | C | Control |
Registrations
Federal
IA
Mar 15, 2025 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
824 PINE STREETKLAMATH FALLS, OR 97601
United States
Phone: 541-884-4164