{"url":"https://nivawealth.com/firms/christine-messmer-p-c-121202","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/121202","regulatoryAum":240559205,"crd":"121202","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1440290","suffix":"CFP","lastName":"MESSMER","firstName":"CHRISTINE","middleName":"MARY"},{"crd":"8327755","suffix":null,"lastName":"Torzone","firstName":"Christopher","middleName":"Anthony"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-25","regulatoryAum":139833529,"clients":172,"employees":1,"offices":1},{"filedOn":"2022-02-04","regulatoryAum":169352072,"clients":193,"employees":1,"offices":1},{"filedOn":"2023-01-25","regulatoryAum":157526702,"clients":196,"employees":1,"offices":1},{"filedOn":"2024-01-25","regulatoryAum":170166000,"clients":193,"employees":1,"offices":1},{"filedOn":"2025-01-10","regulatoryAum":198000000,"clients":194,"employees":1,"offices":1},{"filedOn":"2026-01-22","regulatoryAum":240559205,"clients":206,"employees":1,"offices":1}],"secFileNumber":"801-118953","legalName":"Christine Messmer, P.C.","displayName":"Christine Messmer, P.C.","slug":"christine-messmer-p-c-121202","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"1985","organization":"Pennsylvania corporation","fiscalYearEnd":"December","headquarters":{"street":"101 Oak Street","city":"Collegeville","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19426"},"tradeNames":["Messmer Financial"],"registration":{"secApproved":"30 June 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1167763.1310679612,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":240559205,"discretionary":1594051,"discretionaryAccounts":3,"nonDiscretionary":238965154,"nonDiscretionaryAccounts":203,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":199,"regulatoryAum":176998502},{"label":"High-net-worth individuals","clients":7,"regulatoryAum":63560703}],"feePrograms":[{"role":"other","program":"Hourly Financial Planning","summary":"Hourly fees are $250.00 and are generally used at the start of the relationship; retainer fees are subject to a cost-of-living adjustment.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003240","versionId":1003240,"submittedOn":"2026-01-22","documentName":"CHRISTINE MESSMER PC PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:34:33.131988+00:00","documents":[{"name":"CHRISTINE MESSMER PC PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003240","versionId":1003240,"submittedOn":"2026-01-22"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":240559205}],"custodyNote":"Christine Messmer, P.C. has custody of $1.59M in client assets for 3 clients.","otherCustodians":[],"leadership":[{"name":"Christine Messmer","title":"President & Chief Compliance Officer","crd":"1440290"}],"ownership":[{"label":"Christine Messmer","detail":"President & chief compliance officer in the 75% or more ownership band and a control person, since May 1985."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"101 Oak Street","city":"Collegeville","headquarters":true}]}],"brochureServices":["estate planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-489-7925","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Non-exchange-traded equity securities","percent":37},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"22 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/121202/PDF/121202.pdf","brochureDate":"22 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003240","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Christine Messmer, P.C. have?","answer":"Christine Messmer, P.C. has 206 clients and manages $241 million for them, as of January 2026. They include 199 individual clients and 7 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Christine Messmer, P.C. offer?","answer":"Christine Messmer, P.C. provides financial planning, portfolio management for individuals and small businesses, estate planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Christine Messmer, P.C. use?","answer":"Christine Messmer, P.C.’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $241M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Christine Messmer, P.C. have?","answer":"Christine Messmer, P.C. has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Christine Messmer, P.C. invest in?","answer":"At the end of its last fiscal year, Christine Messmer, P.C.’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 37% non-exchange-traded equities and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Christine Messmer, P.C.?","answer":"Christine Messmer, P.C.’s direct owner is Christine Messmer (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Christine Messmer, P.C. get paid?","answer":"Christine Messmer, P.C. is paid through hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Christine Messmer, P.C.?","answer":"Christine Messmer, P.C.’s main office is at 101 Oak Street, Collegeville, PA 19426. Its phone number is 610-489-7925.","source":"Form ADV Part 1A, Item 1.F, filed 22 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}