# MESSINA WEALTH MANAGEMENT, LLC

MESSINA WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 332216
- Type: SEC-registered investment adviser
- SEC file number: 801-131490
- Location: 5960 BERKSHIRE LANE, 6TH FLOOR, DALLAS, TX, 75225
- Phone: 214-945-0072
- Latest filing: 2026-06-11
- Regulatory AUM: $72.0M
- Discretionary AUM: $71.4M
- Non-discretionary AUM: $580K
- Clients: 2
- Accounts: 207

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Kristie Lyn Messina | CCO; CCO/EXECUTIVE OFFICER; OWNER | — |
| Lawrence Jude Messina | CCO; OWNER | — |
| Messina Kristie Lyn | CCO; CCO/EXECUTIVE OFFICER; OWNER | — |
| MESSINA LAWRENCE JUDE | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332216/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332216/similar
- Related entities: https://search.stillhousedata.com/firm/332216/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332216

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.