Messina Wealth Management, LLC

RIASEC RegisteredEst. 2024

Total AUM

$72M

Discretionary

$71.4M

99% of AUM

Avg account

$348K

Accounts

207

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 332216
Registered since: November 19, 2024
Website: www.messinawealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI71.49%
Individuals26.13%
Corporations / Businesses2.38%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Messina Wealth Management, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. The firm serves both private individuals/families and institutional clients and operates as a capital allocator, sourcing external managers and investment vehicles for client portfolios. Its advisory services cover comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Compensation models listed include asset-based fees as well as hourly, fixed-fee, and other arrangements. The firm does not identify as an active ESG investor and is not designated as a multistate adviser.