SourcingSourcing

CHRISTINE MESSMER, P.C.

B65
CRD 121202·SEC 801-118953·COLLEGEVILLE, PA
AUM
$240.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$722K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHRISTINE MESSMER, P.C.
CRD
121202
SEC file #
801-118953
EIN
—
DBA names
—

Economics

AUM
$240.6M
AUM band
$100M-$500M
AUM trajectory
'21'26
$117.1M → $240.6M▲ +105%
Client mix
Individuals Other199
Individuals High Net Worth7

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'21'26
1 advisors → 1 advisors▬ 0%
Primary office
COLLEGEVILLE PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
01/22/2026
ADV-W filed at
—
Website
linkedin.com/in/christine-messmer-cfp-5aa26a12(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MESSMER, CHRISTINE, MARY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MESSMER, CHRISTINE, MARY
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1440290
Trust Company Affiliate
No

People (1)

1
MESSMER, CHRISTINE, MARY
IAR · Direct Owner · 87.5%
1440290