MELIA WEALTH LLC

5424 S. Memorial Drive
Building E
Tulsa, Oklahoma 74145
Tel: 918-794-9290

About MELIA WEALTH LLC

MELIA WEALTH LLC, formally registered with the SEC as MELIA WEALTH LLC. The firm was established in 04/28/2017. They have over 1 offices throughout the country.

MELIA WEALTH LLC is a Tulsa, Oklahoma based Financial Planning firm with nearly $409,429,767 assets under management, offering retirement planning & investment advisory services to 1355 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145402
SEC#	801-110485
Assets Managed by Firm	$409,429,767
No. of Clients	1355
No. of Advisors	4

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1355	$409,429,767
Individuals (other than high net worth individuals)	1225	$278,358,033
High net worth individuals	128	$130,604,292
Charitable organizations	1	$170,079
Corporations or other businesses	3	$297,363

Inquire with MELIA WEALTH LLC

More Retirement Planning firms in Tulsa, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$9,643,156,437	2223	49
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$5,687,316,000	61	9
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$5,373,195,683	5	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$4,258,161,897	2625	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$3,769,638,990	4629	114

Explore More Retirement Advisors in Tulsa, Oklahoma

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.