MSP WEALTH MANAGEMENT, LLC

CRD 306522File 801-117846

APPROVED

Retail clients

Custody

Filing as of Mar 18, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$228.5M

Below cohort median (national)

Discretionary AUM

$228.0M

Non-discretionary $428K

Clients

414

872 accounts

Employees

Below cohort median in OR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Jan 3, 2020
Principal office: 824 PINE STREET, KLAMATH FALLS, OR, 97601
Phone: 541-884-4164
Website: http://www.mspwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $228.5M
Discretionary AUM: $228.0M
Non-discretionary AUM: $428K
Discretionary accounts: 858
Non-discretionary accounts: 14
Total accounts: 872
AUM per client: $552K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$947K
Charitable organizations	Fewer than 5	$15.3M
High net worth individuals	60	$122.5M
Individuals (other than high net worth individuals)	354	$89.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.