Partner · MSP Wealth Management, LLC
Gerrin P. Degroot
CRD 4817044 · Named on Form ADV at one SEC-registered adviser
At a glance
MSP Wealth Management, LLC, an SEC-registered wealth manager based in Klamath Falls, OR with $228 million in regulatory assets, lists Gerrin P. Degroot on its Form ADV as Partner, a control person.
Firms and roles
- MSP Wealth Management, LLCPartnerWealth manager · Klamath Falls, OR · $228M in regulatory assets
AtlasMembers
Gerrin’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Terrence J. ScrogginManaging Partner, MSP Wealth Management, LLC
- Autumn B. ArmbrusterChief Compliance Officer, MSP Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gerrin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.