Messina Wealth Management

Messina Wealth Management, LLC is an SEC-registered investment adviser in Dallas, TX. The firm manages $72 million in assets, $71 million on a discretionary...

Messina Wealth Management

Messina Wealth Management, LLC is an SEC-registered investment adviser in Dallas, TX. The firm manages $72 million in assets, $71 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

What is Messina Wealth Management?

Messina Wealth Management is a multi family office based in United States.

Where is Messina Wealth Management headquartered?

Messina Wealth Management is headquartered in United States, in the North America region.

What does Altss track for Messina Wealth Management?

Altss maintains an OSINT-verified profile of Messina Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What type of firm is Messina Wealth Management?

Messina Wealth Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on Messina Wealth Management?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Messina Wealth Management's Altss profile last updated?

Messina Wealth Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.