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 registered in 2017. The firm is owned individually and serves both individual & family clients and institutional clients. Its advisory model centers on fee-based portfolio management (percentage of AUM) and financial planning, with services that include portfolio management for individuals and small businesses and pension consulting. Melia Wealth also lists accounting and insurance as business affiliations and 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 4Rebecca 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
Similar firms
SCISSORTAIL WEALTH MANAGEMENT, LLC
RIATULSA, OK
RELATION WEALTH MANAGEMENT, INC.
RIATULSA, OK
EVERPAR ADVISORS LLC
RIATULSA, OK
THE LEGACY FINANCIAL GROUP, INC.
RIATULSA, OK
COUNCIL OAK WEALTH ADVISORS
RIATULSA, OK
HOGANTAYLOR WEALTH
RIATULSA, OK