MELIA WEALTH LLC
  • MELIA WEALTH LLC
  • MELIA WEALTH ADVISORY GROUP LLC
  • MELIA GROUP LLC

Adviser Profile

As of Date 06/17/2026
Registration SEC, Approved, 04/28/2017
Other registrations (2)
ADV Location TULSA, OK, United States
Contact Info 918 xxxxxxx
Websites
AUM* 560,110,616 23%
of that, discretionary 560,110,616 23%
Number of Employees 7 75%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 226,033 10%
% High Net Worth 12.71% 414%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

560M 480M 400M 320M 240M 160M 80M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary