CRD: 332216
Messina Wealth Management, LLC
$72.0M Total AUM
$71.4M Disc. AUM
-- 3Y CAGR
2 Employees
96 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Horizon frontier
- Established Date
- 01-02-2025
- Office Locations
- 1
Office Locations
5960 Berkshire Lane, 6TH Floor Dallas TX
About Messina Wealth Management, LLC
Messina Wealth Management, LLC is a Dallas-based registered investment adviser providing financial planning and portfolio management, including asset allocation, portfolio construction, tax and estate planning, and insurance planning. Portfolios use ETFs, mutual funds/public funds, and fixed income. Supports Charles Schwab client access via its website and participates in FINRA BrokerCheck.
Team overview
53 AVG AGE
$36.0M AVG AUM / ADVISOR
$750.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Foundation momentum Vital vector Prime eagle Horizon glacier Vital meridian Ember vertex Fusion Ember Capital pathway
Client Personas
Oak
Custodian
Matrix prime Pathway Eagle capital Meridian Insight delta Pathway foundation Frontier Focus north Prime Alpha element Frontier Harbor Ridge
Investment Themes
Delta alpha Quantum radial Crest pioneer Momentum
Investment Vehicles
Zenith atlas Vertex pioneer Glacier
Services
Vital zenith Ridge Bridge beacon Radial signal Alpha Bridge vital Vertex zenith Signal Frontier Delta Oak catalyst Fusion timber
Technology
Insight meridian
Owner & Executives
Kristie Lyn Messina
Chief Compliance Officer
- CRD
- #6683348
- Ownership
- Less than 5%
(684) 464-9467
bridge.legacy@glaciercapital.com
in linkedin.com/in/prime-vector
Showing 1 of 1 owners & executives
Unlock allContacts
L
LAWRENCE JUDE MESSINA
--
- CRD
- #2421871
(601) 964-8190
prime.optima@meridiancapital.com
in linkedin.com/in/legacy-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,442,800 | $329,670 |
| Non-Discretionary | $580,200 | $23,684 |
| Total | $72,023,000 | $276,818 |
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Separately Managed Accounts
Total SMA Asset: $72,023,000
Public Funds:
40.1% Equity - Exchange:
26.6% U.S. Government/Agency:
8.6% Cash:
24.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,118,340,932 | 40.1% |
| Equity - Exchange | $2,068,525,406 | 26.6% |
| U.S. Government/Agency | $668,771,372 | 8.6% |
| Cash | $1,920,773,592 | 24.7% |
| Total | $7,776,411,302 | 100.0% |