Messina Wealth Management, LLC
Messina Wealth Management, LLC is an SEC-registered wealth manager with $60.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Messina Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332216, data through 2025-06-27.
- AUM (assets under management / regulatory AUM)
- $60.9M (2025-06-27)
- Firm type
- Wealth Manager
- Employees
- 2
- CRD
- 332216
- Ownership
- KBM WEALTH MANAGEMENT, LLC; LM WEALTH MANAGEMENT, LLC; Messina, Kristie, Lyn; MESSINA, LAWRENCE, JUDE
How much AUM does Messina Wealth Management, LLC have?
Messina Wealth Management, LLC reported $60.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-06-27).
Who owns Messina Wealth Management, LLC?
Disclosed owners and executives of Messina Wealth Management, LLC include KBM WEALTH MANAGEMENT, LLC, LM WEALTH MANAGEMENT, LLC, Messina, Kristie, Lyn, MESSINA, LAWRENCE, JUDE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.