Messina Wealth Management, LLC

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Client assets under management

$70,305,500

Clients

22% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$747,931

About

Messina Wealth Management serves individual clients — including high-net-worth households — and institutional retirement plans, offering portfolio management, financial planning, and retirement-plan advisory services. Like many supported firms, it primarily charges percentage-of-AUM advisory fees and delivers ongoing monitoring and rebalancing for client portfolios.

The firm constructs tailored portfolios using a mix of fundamental, technical, quantitative, and modern-portfolio-theory approaches and may employ long- and short-term strategies, hedging, options, and tax-loss harvesting where appropriate. It manages accounts on both discretionary and non-discretionary bases and reviews accounts at least annually while providing more frequent contact as client circumstances or markets warrant.

A small, two-advisor practice managing roughly $72 million in assets combines retail wealth management with specialized services for plan sponsors (including acting in a 3(21) fiduciary capacity and providing discretionary participant advice through brokerage windows). The firm also identifies nonstandard planning work — such as cost-segregation studies, corporate-structure and real-estate analysis, and a stated ability to offer digital-asset services — and discloses that some advisors are licensed broker-dealer representatives and insurance agents, with policies in place to manage the resulting conflicts and fee interactions.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Options & derivatives strategies

Fee options

Fixed

Financial planning flat fees range from $1,500 to $10,000; retirement planning flat fees range from $1,500 to $10,000

Project-based

Maximum hourly fee $350

Subscriptions

Ongoing financial planning annual fee $750-$10,000 paid monthly in advance

Other

Account minimum: $500,000 Fee-only: Financial planning flat fees range from $1,500 to $10,000; ongoing financial planning annual fee $750-$10,000; maximum hourly fee $350

Main office location

Messina Wealth Management, LLC

5960 Berkshire Lane, 6 Th Floor

Dallas TX 75225, United States

Number of offices

Most active in

California · Florida · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 214-205-2066

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 having 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Hilltop Securities Inc., and Stifel Nicolaus & Co Inc. Outside of advising, he is the sole member of Pacific Corridor, LLC, a real estate investment entity. Messina Wealth Management serves individual clients, including high-net-worth households, and institutional retirement plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm uses a combination of fundamental, technical, quantitative, and modern-portfolio-theory approaches to construct tailored portfolios and manages accounts on both discretionary and non-discretionary bases.

Equity compensation tax strategy Options & derivatives strategies

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. Her prior work includes roles at Hilltop Securities Inc. and Purshe Kaplan Sterling Investments. She is also involved in selling and servicing life insurance policies and annuities. Messina Wealth Management serves individual clients, including high-net-worth households, and institutional retirement plans by providing portfolio management, financial planning, and retirement-plan advisory services. The firm constructs tailored portfolios using a combination of fundamental, technical, quantitative, and modern portfolio theory approaches and manages approximately $72 million in assets.

Equity compensation tax strategy Options & derivatives strategies

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