# Messina Wealth Management, LLC

> Messina Wealth Management, LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 332216
- Filed as: MESSINA WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332216
- AdvisorCensus page: https://advisorcensus.com/firm/messina-wealth-management-llc-dallas-tx-332216

## Quick answers

**How is Messina Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Messina Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Messina Wealth Management, LLC located?**
Messina Wealth Management, LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Messina Wealth Management, LLC registered with the SEC or a state?**
Messina Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332216.

**How much does Messina Wealth Management, LLC manage?**
Messina Wealth Management, LLC reports $72,023,000 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (99% discretionary).

**What types of clients does Messina Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (73); high net worth individuals (21); corporations or other businesses not listed above (2).

**Does Messina Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332216

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $72,023,000
- Discretionary: $71,442,800
- Non-discretionary: $580,200

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 73 | $18,818,900 |
| High net worth individuals | 21 | $51,486,600 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,717,500 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- messinawealthmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Messina Wealth Management, LLC (CRD 332216): Form ADV filing data as of October 2026.