MESSINA WEALTH MANAGEMENT, LLC
CRD #332216 SEC #801-131490 DALLAS, TX 214-205-2066
SEC Registered
Total AUM
$60.9M
Discretionary
$60M
Employees
2
Clients
0
Accounts
220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $60.9M | $60M | $900K | 2 | 0 |
| Jun 2025 | $60.9M | $60M | $900K | 2 | 0 |
| Jun 2025 | $60.9M | $60M | $900K | 2 | 0 |
| May 2025 | $60.9M | $60M | $900K | 2 | 0 |
| Apr 2025 | $60.9M | $60M | $900K | 2 | 0 |
| Apr 2025 | $0 | $0 | $0 | 2 | 0 |
| Apr 2025 | $0 | $0 | $0 | 2 | 0 |
| Apr 2025 | $0 | $0 | $0 | 2 | 0 |
| Mar 2025 | $0 | $0 | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Oct 2024 | $0 | $0 | $0 | 2 | 0 |
| Oct 2024 | $0 | $0 | $0 | 2 | 0 |
| Oct 2024 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$60.9M
Discretionary$60M
Non-Disc.$900K
Employees2
Clients0
DateJun 2025
Total AUM$60.9M
Discretionary$60M
Non-Disc.$900K
Employees2
Clients0
DateJun 2025
Total AUM$60.9M
Discretionary$60M
Non-Disc.$900K
Employees2
Clients0
DateMay 2025
Total AUM$60.9M
Discretionary$60M
Non-Disc.$900K
Employees2
Clients0
DateApr 2025
Total AUM$60.9M
Discretionary$60M
Non-Disc.$900K
Employees2
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0