← Back to searchVisit website
MESSINA WEALTH MANAGEMENT, LLC
CRD 332216 · SEC 801-131490
5960 BERKSHIRE LANE, 6TH FLOOR, DALLAS, TX, 75225, United States
Phone
214-945-0072
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$72.0M
Discretionary AUM
$71.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; ONGOING
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $18.8M |
| High net worth individuals | 21 | $51.5M |
| Corporations/business entities | 2 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD