Messina Wealth Management, LLC
CRD 332216SEC# 801-131490Dallas, TX
No longer SEC-registered. Messina Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$60.9M
Employees
2
Accounts
220
Location
Dallas, TX
Messina Wealth Management, LLC assets under management
Messina Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, TX. It reports $60.9 million in regulatory assets under management and employs 2 people.
Messina Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kbm Wealth Management, LLC Control | Managing Member | 50-75% | 2023 |
| Kristie Lyn Messina Control | Cco | Under 5% | 2025 |
| Lm Wealth Management, LLC Control | Managing Member | 50-75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Messina Wealth Management, LLC manage?
Messina Wealth Management, LLC reports $60.9 million in regulatory assets under management on its Form ADV.
How many employees does Messina Wealth Management, LLC have?
Messina Wealth Management, LLC reports 2 employees.
Where is Messina Wealth Management, LLC located?
Messina Wealth Management, LLC is based in Dallas, TX.
Does Messina Wealth Management, LLC disclose fund performance?
Messina Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5960 Berkshire Lane, 6th Floor, Dallas, TX 75225 |
| Office hours | Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$60.9MNo change
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$60.9Mregulatory AUM
Discretionary $60MNon-discretionary $900K