Messina Wealth Management, LLC

Overview

Messina Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm serves both individual/family and institutional clients and functions as a capital allocator, directing client capital to outside managers as well as managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting-type work. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other fee schedules. Messina does not identify itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives