$228.5M Total AUM
$228.0M Disc. AUM
15.8% 3Y CAGR
6 Employees
415 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
824 Pine Street Klamath Falls OR
About MSP Wealth Management, LLC
MSP Wealth Management, LLC is an Oregon-based RIA that integrates tax planning with investment management and financial planning, building customized, tax-efficient strategies for retirement-focused clients and business owners/entrepreneurs. Portfolios commonly use ETFs, mutual funds and fixed income, with select alternatives such as real estate/private equity. Custody is held at Charles Schwab.
Team overview
53 AVG AGE
$38.1M AVG AUM / ADVISOR
$550.5K AVG AUM / CLIENT
6.3 yrs AVG TENURE
6 Employees
6 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
TERRENCE JOHN SCROGGIN
Managing Partner, Partner
- CRD
- #4583317
- Ownership
- 50% but less than 75%
Available
Available
Available
GERRIN PATRICK DEGROOT
Partner
- CRD
- #4817044
- Ownership
- 25% but less than 50%
Available
Available
Available
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QUINN JACKSON
Financial Advisor
- CRD
- #4847994
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $228,028,259 | $265,767 |
| Non-Discretionary | $428,295 | $30,593 |
| Total | $228,456,554 | $261,991 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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