Melia Wealth LLC
Melia Wealth LLC is an SEC-registered mass-market adviser in Tulsa, OK with $560.1M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Melia Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145402, SEC 801-110485, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $560.1M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- Tulsa, OK
- Employees
- 7
- Clients
- 1,164
- CRD
- 145402
- Ownership
- MELIA, GREGORY, SCOTT; MELIA, GREG, SCOTT; TRAVIS, BRET, EUGENE; SHAVER, LEILA, MEHRIZI; Benanzer, Rebecca, Jo
How much AUM does Melia Wealth LLC have?
Melia Wealth LLC reported $560.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Melia Wealth LLC?
Disclosed owners and executives of Melia Wealth LLC include MELIA, GREGORY, SCOTT, MELIA, GREG, SCOTT, TRAVIS, BRET, EUGENE, SHAVER, LEILA, MEHRIZI, Benanzer, Rebecca, Jo. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.