MSP WEALTH MANAGEMENT, LLC

Overview

MSP Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers as part of its advisory offering. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees, allowing it to serve both wealthier households and smaller planning clients. Investment activity centers on publicly available pooled products for the bulk of client assets while maintaining access to private markets and specialty managers for qualified clients. The firm does not identify as an active ESG investor and operates under an owner‑managed structure. Given the advisory services listed, MSP Wealth places an emphasis on tailored planning and manager selection alongside discretionary portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices