Messina Wealth Management, Llc
- Regulatory AUM
- $72.0M
- Discretionary
- $71.4M
- Clients
- 96
- Avg AUM / client
- $750K
- Accounts
- 207
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 73 | $18.8M | 26.1% |
| High net worth individuals | 21 | $51.5M | 71.5% |
| Corporations and other businesses | 2 | $1.7M | 2.38% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kristie Lyn Messina | Cco/Executive Officer | Oct 2023 (3y) | ≈ 37.5% – 75% via Kbm Wealth Management, Llc | |
| Lawrence Jude Messina | Owner | Oct 2023 (3y) | ≈ 37.5% – 75% via Lm Wealth Management, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kbm Wealth Management, Llc | Managing Member | Jan 2023 | A | 50% – 75% |
| Lm Wealth Management, Llc | Managing Member | Jan 2023 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Kristie Lyn Messina: 75% – 100% of Kbm Wealth Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Lawrence Jude Messina: 75% – 100% of Lm Wealth Management, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/11/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • ONGOING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $72.0M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 11, 2026.
View current Form ADV (SEC/IAPD) ↗