Melia Wealth Advisory Group LLC

Melia Wealth Advisory Group LLC (CRD# 145402) is a financial advisory firm headquartered in Tulsa, OK. They manage $62,296,000 in 654 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    654
    ACCOUNTS
  • Average Account Value
    $95,254
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Melia Wealth Advisory Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory S. Melia
CRD#: 2717159
5424 S. Memorial Drive, Building E, Tulsa, OK 74145
93
Wealthminder
score

Gregory Melia (CRD# 2717159) is an Investment Advisor Representative working at Melia Wealth Advisory Group LLC in Tulsa, OK and has over 21 years of experience in the finance industry.

2
Bret E. Travis
CRD#: 5830899
5424 S. Memorial Drive, Building E, Tulsa, OK 74145
93
Wealthminder
score

Bret Travis (CRD# 5830899) is an Investment Advisor Representative working at Melia Wealth Advisory Group LLC in Tulsa, OK and has over 7 years of experience in the finance industry.

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