Messina Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,305,500
Clients
94
Advisors
2
of 2 employees
About
Messina Wealth Management provides discretionary and non‑discretionary investment advisory and planning services to individual and institutional clients, including high‑net‑worth households and employer‑sponsored retirement plans. Services described in the brochure include asset management across individual stocks, bonds, ETFs, mutual funds, options and alternative investments, as well as financial, retirement and ongoing planning and consulting.
The firm’s process begins with client meetings to establish financial goals, risk tolerance and time horizon, then implements tailored portfolios that are continuously monitored and rebalanced as needed. Messina Wealth Management uses a range of analysis and strategies — including fundamental, technical, quantitative methods, hedging, asset allocation and long‑ and short‑term approaches — and may incorporate third‑party sub‑advisors for specialized mandates.
Distinctive elements noted in the brochure are the firm’s provision of ongoing advisory services for fee‑based annuity contracts and its offering of a Synthetic Borrow Strategy implemented by a third‑party sub‑advisor using an options‑based Box Spread, which introduces options, collateral and margin considerations and separate sub‑advisor and transaction costs. The firm also provides ERISA 3(21) retirement‑plan advice (including both non‑discretionary and discretionary participant advice for plans with brokerage windows) and explicitly retains authority to select and reallocate sub‑advisors as part of its discretionary management, a combination of capabilities less common among similarly sized peers.
Client services
Expertise
Fee options
Flat fees range from $1,500 to $10,000; ongoing planning fees $750 to $10,000 annually
up to 2.00% annually
Certain supervised persons may receive commissions and trail compensation from insurance product sales, including commission-based annuities
Maximum hourly fee not to exceed $350
Account minimum: $500,000 Fee-only: Hourly fees up to $350/hour; flat fees ranging from $1,500 to $10,000; ongoing annual financial planning fees $750 to $10,000
Main office
5960 Berkshire Lane, 6th Floor
Dallas TX 75225
Advisors at this office
2
Most active in
California · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lawrence M
Series 63, Series 65
Dallas, TX
Messina Wealth Management, LLC
Lawrence Messina is a financial advisor with Messina Wealth Management, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm offers asset management across a broad range of securities and employs a variety of analytical and strategic approaches, including the use of third-party sub-advisors for specialized mandates.
Kristie M
Series 66
Dallas, TX
Messina Wealth Management, LLC
Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. In addition to her advisory role, she serves as Managing Partner and Chief Compliance Officer at Messina Wealth Management and is licensed to sell fixed insurance products. Messina Wealth Management provides discretionary and non-discretionary investment advisory and planning services to individual and institutional clients, including high-net-worth households and employer-sponsored retirement plans. The firm employs a range of analytical strategies and offers specialized services such as fee-based annuity contract advisory and ERISA 3(21) retirement-plan advice.
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