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Melia Wealth LLC

● SEC registered since 2017CRD 145402SEC# 801-110485Tulsa, OK
Export (members)
Reg. AUM
$509.5M
Employees
7
Accounts
2,351
Location
Tulsa, OK

Melia Wealth LLC assets under management

Melia Wealth LLC operates as an SEC-registered investment adviser based in Tulsa, OK. The firm has been registered since 2017. It reports $509.5 million in regulatory assets under management and employs 7 people.

Melia Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Bret Eugene TravisChief Compliance OfficerUnder 5%2023
Gregory Scott Melia ControlPresidentOver 75%2007
Rebecca Jo Benanzer ControlChief Operating OfficerUnder 5%2025

Frequently asked questions

How much does Melia Wealth LLC manage?

Melia Wealth LLC reports $509.5 million in regulatory assets under management on its Form ADV.

How many employees does Melia Wealth LLC have?

Melia Wealth LLC reports 7 employees.

Where is Melia Wealth LLC located?

Melia Wealth LLC is based in Tulsa, OK and has been SEC-registered since 2017.

Does Melia Wealth LLC disclose fund performance?

Melia Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5424 S. Memorial Drive, Building E, Tulsa, OK 74145
Phone918-794-9290
Fax866-414-0136
Office hours8:30 - 5:00
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$509.5M
Non-discretionary$0
Total (RAUM)$509.5M