Melia Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tulsa, OK. Its latest Form ADV filing, dated March 31, 2026, reports $560M in regulatory assets under management, 7 employees, and 2,478 accounts.
Assets Under Management
$560M
Employees
7
Offices
--
Total Clients
1,164
Primary office
TULSA, OK
5424 S. MEMORIAL DRIVE, BUILDING E, TULSA, OK, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.2% of total clients.
Top client categories% of clientsClients
1
Individuals
87.2%
1,015
2
HNWI
12.7%
148
3
Corporations
0.1%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$560Mas of March 31, 2026
Discretionary100.0%
$560M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$560M
Total Accounts2,478
10Y AUM Change+$459M (+454.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee166:1
10Y Employee Change+4 (+133.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.