MESSINA WEALTH MANAGEMENT, LLC

CRD #332216 SEC #801-131490 DALLAS, TX 214-205-2066

SEC Registered

Total AUM

$60.9M

Discretionary

$60M

Employees

Clients

Accounts

220

Firm Details

Organization Type: Limited Liability Company
State of Formation: Texas
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MESSINA, LAWRENCE, JUDE	I	CCO	NA	Control
MESSINA, LAWRENCE, JUDE	I	CCO	NA	Control
MESSINA, LAWRENCE, JUDE	I	CCO	NA	Control
MESSINA, LAWRENCE, JUDE	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO/EXECUTIVE OFFICER	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
Messina, Kristie, Lyn	I	CCO	NA	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
KBM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control
LM WEALTH MANAGEMENT, LLC	DE	MANAGING MEMBER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MESSINA, LAWRENCE, JUDE	I	LM WEALTH MANAGEMENT, LLC	E	Control
Messina, Kristie, Lyn	I	KBM WEALTH MANAGEMENT, LLC	E	Control

Registrations

Federal

Jun 27, 2025 REGISTERED

Notice Filings (3)

CA FL TX

Address

5960 BERKSHIRE LANE, 6TH FLOOR
DALLAS, TX 75225
United States

Phone: 214-205-2066