MESSINA WEALTH MANAGEMENT, LLC

Overview

Messina Wealth Management, LLC is an independent registered investment adviser that focuses on traditional wealth management and financial planning for individual, family and small institutional clients. The firm completed SEC registration in 2024 but is not classified as a newly formed adviser. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees, which allows the firm to serve clients with varied needs and engagement models. Investment activity shows a clear tilt toward public mutual funds as the core portfolio vehicle, but the firm also contracts with third‑party managers to access a broad set of alternative strategies. Messina is not structured as a capital allocator; rather, it sources external alternative managers and overlays those positions onto client portfolios where appropriate. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices