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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MSP WEALTH MANAGEMENT, LLC

CRD 306522

KLAMATH FALLS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bdb0fc17-ef0c-d913-b003-1c626972eefe

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 7
On other graphs: 0
Observed: Nov 22, 2019 to Mar 18, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.07 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $228MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $228M
Private client RAUM: $212MderivedItem 5.D individuals plus high net worth individuals
Private client share: 93%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $57.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 872
Individual clients: 354
High net worth clients: 60
Custody, client assets: $101M
SEC number: 801-117846
CRD: 306522
Filings on the tape: 16
First filed: Nov 22, 2019
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, OR
Website: mspwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TERRENCE JOHN SCROGGIN	n/a	KLAMATH FALLS, OR	6	42	2	no
GERRIN PATRICK DEGROOT	n/a	KLAMATH FALLS, OR	3	33	2	no
QUINN JACKSON	n/a	KLAMATH FALLS, OR	0	21	2	no
AUTUMN BROOKE ARMBRUSTER	n/a	KLAMATH FALLS, OR	0	19	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ARMBRUSTER, AUTUMN, BROOKE	CHIEF COMPLIANCE OFFICER	Na	yes	02/2020	Mar 11, 2020	Mar 26, 2024
DEGROOT, GERRIN, PATRICK	Partner	C	yes	01/2003	Mar 11, 2020	Mar 26, 2024
SCROGGIN, TERRENCE, JOHN	MANAGING PARTNER	D	yes	01/2003	Mar 11, 2020	Mar 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOLATORE, SCROGGIN, PETERSON & CO. LLP	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
EAGLE POINT	Or	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$228M	$228M	6	6	1	n/a	n/a
2024	Mar 14, 2025	$193M	$188M	6	6	1	n/a	n/a
2023	Mar 26, 2024	$170M	$165M	7	7	1	n/a	n/a
2022	Mar 15, 2023	$147M	$144M	7	5	1	n/a	n/a
2021	Mar 17, 2022	$171M	$170M	7	5	1	n/a	n/a
2020	Mar 30, 2021	$141M	$135M	7	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$228M	$193M	18.4%	$147M	15.8%	6	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AVANTAX ADVISORY SERVICES	4	Apr 1, 2020	Jan 6, 2026	IRVING, TX	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (4)

← AUTUMN BROOKE ARMBRUSTERAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← QUINN JACKSONAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← GERRIN PATRICK DEGROOTAdvisorregistration: current employment
Dec 21, 2022 to presentfactForm ADV
← TERRENCE JOHN SCROGGINAdvisorregistration: current employment
Mar 25, 2020 to presentfactForm ADV

Moved with (1)

← AVANTAX ADVISORY SERVICESRegistered adviser4 advisors, team lift out, same day
Apr 1, 2020 to Jan 6, 2026factForm ADV

Controls (3)

← SCROGGIN, TERRENCE, JOHNOwnerMANAGING PARTNER, ownership code D, individual
Mar 11, 2020 to Mar 26, 2024factForm ADV
← DEGROOT, GERRIN, PATRICKOwnerPARTNER, ownership code C, individual
Mar 11, 2020 to Mar 26, 2024factForm ADV
← ARMBRUSTER, AUTUMN, BROOKEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 11, 2020 to Mar 26, 2024factForm ADV

Dated events

Occurred
Mar 17, 2022
Control person left
Eldon Andrew Peterson (Partner) no longer on Schedule A of Msp Wealth Management, Llc (listed 2021-09-08, absent 2022-03-17)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2020
Control person left
Thomas John Carr (Member And Chief Compliance Officer) no longer on Schedule A of Msp Wealth Management, Llc (listed 2019-11-22, absent 2020-03-11)
Form ADVobserved 5 days ago
Occurred
Mar 11, 2020
Control person joined
John Terrence Scroggin (Managing Partner) appeared on Schedule A of Msp Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 11, 2020
Control person joined
Eldon Andrew Peterson (Partner) appeared on Schedule A of Msp Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 11, 2020
Control person joined
Patrick Gerrin Degroot (Partner) appeared on Schedule A of Msp Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Mar 11, 2020
Control person joined
Brooke Autumn Armbruster (Chief Compliance Officer) appeared on Schedule A of Msp Wealth Management, Llc
Form ADVobserved 5 days ago
Occurred
Nov 22, 2019
First Form ADV filing
Desert Advisory Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bdb0fc17-ef0c-d913-b003-1c626972eefe
First observed: Nov 22, 2019
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MSP WEALTH MANAGEMENT, LLC

CRD 306522

KLAMATH FALLS, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bdb0fc17-ef0c-d913-b003-1c626972eefe

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TERRENCE JOHN SCROGGIN

n/a

KLAMATH FALLS, OR

GERRIN PATRICK DEGROOT

n/a

KLAMATH FALLS, OR

QUINN JACKSON

n/a

KLAMATH FALLS, OR

AUTUMN BROOKE ARMBRUSTER

n/a

KLAMATH FALLS, OR

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ARMBRUSTER, AUTUMN, BROOKE

CHIEF COMPLIANCE OFFICER

yes

02/2020

Mar 11, 2020

Mar 26, 2024

DEGROOT, GERRIN, PATRICK

Partner

yes

01/2003

Mar 11, 2020

Mar 26, 2024

SCROGGIN, TERRENCE, JOHN

MANAGING PARTNER

yes

01/2003

Mar 11, 2020

Mar 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOLATORE, SCROGGIN, PETERSON & CO. LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

EAGLE POINT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$228M

n/a

2024

Mar 14, 2025

$193M

$188M

n/a

2023

Mar 26, 2024

$170M

$165M

n/a

2022

Mar 15, 2023

$147M

$144M

n/a

2021

Mar 17, 2022

$171M

$170M

n/a

2020

Mar 30, 2021

$141M

$135M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$228M

$193M

18.4%

$147M

15.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AVANTAX ADVISORY SERVICES

Apr 1, 2020

Jan 6, 2026

IRVING, TX

Team lift out

Ibd to new firm

0.2%