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 advises individual and institutional clients — including high-net-worth individuals and employer-sponsored retirement plans — and provides discretionary and non-discretionary asset management, financial planning, and retirement plan consulting (including 3(21) services). The firm also offers sub-advisory arrangements and recently added a sub-advisory service tied to synthetic borrowing strategies.
The firm constructs tailored portfolios that may include individual stocks, bonds, ETFs, mutual funds, options and private securities, and it monitors and rebalances accounts on an ongoing basis. Messina employs a broad set of analytical methods (fundamental, technical, quantitative and cyclical) and may implement hedging and options strategies — including box spreads and synthetic borrow implementations — and use third‑party sub-advisors for specialized exposures.
Distinctive features include its recent formation and relatively small adviser team managing about $72 million across roughly 94 clients while explicitly integrating synthetic borrow/box‑spread techniques and potential digital asset services into its offering. The firm’s advisors also maintain broker‑dealer and insurance licenses, recommends Schwab as a custodian, and discloses fee‑deduction and standing‑letter authorization practices and related conflicts of interest.
Client services
Occupation focus
Fee options
Flat fees ranging from $1,500 to $10,000 for financial planning and consulting services
$0+: Up to 2.00% annually (maximum annual fee, based on scope and complexity; fees may vary and may be negotiated) N/A - N/A: Synthetic borrow sub-advisory service fees ranging from 0.50% to 1.00% annually of the total borrowed amount
Hourly fees up to $350/hour for financial planning and consulting services
Ongoing financial planning annual fees range from $750 to $10,000, paid monthly in advance
Account minimum: $500,000 Fee-only: Financial planning: hourly fees up to $350/hour; flat fees range from $1,500 to $10,000; ongoing financial planning fees range $750 to $10,000 annually
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. He previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Outside of advisory services, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a range of analytical methods and strategies, including synthetic borrowing and options techniques, to construct tailored portfolios and employs third-party sub-advisors for specialized exposures.
Kristie M
Series 66
Dallas, TX
Messina Wealth Management, LLC
Kristie Messina is a financial advisor at Messina Wealth Management, LLC in Dallas, TX, holding a Series 66 designation with nine years of industry experience. She previously worked at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. Messina also holds a full life insurance agent license and is involved in selling and servicing fixed insurance products. Messina Wealth Management advises individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm uses a broad range of analytical methods and incorporates specialized strategies such as synthetic borrowing and options hedging, managing approximately $72 million across about 94 clients.
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