Wealth Manager
    SEC Registered
    Manages Private Funds

    Melia Wealth LLC

    Registered investment advisor · Tulsa, Oklahoma · CRD #145402

    Assets Under Management
    $560M
    Client Accounts
    2,478
    Employees
    7
    CRD Number
    145402
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Melia Wealth LLC

    Melia Wealth LLC is an investment advisory firm that provides fee-based advisory services. It focuses on retirement and estate planning. The firm is based in Tulsa, Oklahoma.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Melia Wealth LLC

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    Frequently Asked Questions

    What is Melia Wealth LLC's AUM?

    Melia Wealth LLC reports approximately $560M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Melia Wealth LLC headquartered?

    Melia Wealth LLC is headquartered in Tulsa, Oklahoma.

    What is Melia Wealth LLC's CRD number?

    Melia Wealth LLC's CRD number is 145402. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Melia Wealth LLC manage?

    Melia Wealth LLC manages approximately 2,478 client accounts according to its latest SEC filing.

    Is Melia Wealth LLC SEC registered?

    Yes, Melia Wealth LLC is registered with the SEC as an investment adviser with an approved registration status.

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