Melia Wealth LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 145402
- Registered since
- April 28, 2017
- Website
- www.meliagroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.18%
- HNWI41.78%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Melia Wealth LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and owned by an individual. The firm has been SEC‑registered since 2017 and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Melia Wealth charges fees as a percentage of assets under management and is not a capital allocator or related adviser. The firm lists accountant services among its business activities and maintains industry ties with accounting and insurance firms. It also identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Rebecca Benanzer
Executive Director of OperationsCRD 6770341
Madison Lynch
Financial AdvisorCRD 7342731
Bret Travis
OwnerCRD 5830899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$52.8M in ETFs
0%
$0
100%
$52.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $22.8M | 403,016 | 43.28% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 5424 S Memorial Dr
- Time zone
- CT (UTC-6)
- Office locations
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