Melia Wealth LLC

Melia Wealth LLC (CRD# 145402) is a financial advisory firm headquartered in Tulsa, OK. They manage $455,681,209 in 2,225 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5424 S. Memorial Drive, Building E, Tulsa, OK 74145
https://www.facebook.com/meliaadvisorygroup/
By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • Total Number of Accounts
    2,225
    ACCOUNTS
  • Average Account Value
    $204,801
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, LA, MO, OK, TX

Financial Advisors at Melia Wealth LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rebecca Benanzer, financial advisor Tulsa OK
Rebecca J. Benanzer
CRD#: 6770341
5424 S. Memorial Drive, Building E, Tulsa, OK 74145

Rebecca Benanzer (CRD# 6770341) is an Investment Advisor Representative working at Melia Wealth LLC in Tulsa, OK and has over 7 years of experience in the finance industry.

2
Gregory Melia, financial advisor Tulsa OK
Gregory S. Melia
CRD#: 2717159
5424 S. Memorial Drive, Building E, Tulsa, OK 74145

Gregory Melia (CRD# 2717159) is an Investment Advisor Representative working at Melia Wealth LLC in Tulsa, OK and has over 27 years of experience in the finance industry.

3
Bret Travis, financial advisor Tulsa OK
Bret E. Travis
CRD#: 5830899
5424 S. Memorial Drive, Building E, Tulsa, OK 74145

Bret Travis (CRD# 5830899) is an Investment Advisor Representative working at Melia Wealth LLC in Tulsa, OK and has over 13 years of experience in the finance industry.

4
Madison Lynch, financial advisor Tulsa OK
Madison E. Lynch
CRD#: 7342731
5424 S. Memorial Drive, Building E, Tulsa, OK 74145

Madison Lynch (CRD# 7342731) is an Investment Advisor Representative working at Melia Wealth LLC in Tulsa, OK and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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