| Name | Title | Ownership | Since |
|---|---|---|---|
| Kbm Wealth Management, LLC Control | Managing Member | 50-75% | 2023 |
| Kristie Lyn Messina Control | Cco | Under 5% | 2025 |
| Lm Wealth Management, LLC Control | Managing Member | 50-75% | 2023 |
Messina Wealth Management, LLC reports $60.9 million in regulatory assets under management on its Form ADV.
Messina Wealth Management, LLC reports 2 employees.
Messina Wealth Management, LLC is based in Dallas, TX.
Messina Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5960 Berkshire Lane, 6th Floor, Dallas, TX 75225 |
| Office hours | Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | $60M |
| Non-discretionary | $900K |
| Total (RAUM) | $60.9M |