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 $455,681,209 assets under management, offering retirement planning & investment advisory services to 2225 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	$455,681,209
No. of Clients	2225
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2225	$455,681,209
Individuals (other than high net worth individuals)	2165	$363,518,949
High net worth individuals	55	$91,660,572
Charitable organizations	2	$196,602
Corporations or other businesses	3	$305,086

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CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
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