|
⚲
|
| Keyboard |
| Melia Group LLC
✚
|
|
|---|---|
| CRD # | 145402 |
| SEC # | 801-110485 |
| CIK # | |
| AUM | 560.1 M (2026-06-17) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 918-794-9290 |
| Address | 5424 S Memorial Drive Tulsa, OK 74145 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,015 | 325.9 |
| (b) Individuals (high net worth individuals) | 148 | 234.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,478 | 560.1 |
| By Discretionary | ||
| Discretionary | 2,478 | 560.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,478 | 560.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 560.1 | |
| Total | 2,478 | 560.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TowerPoint Wealth LLC
✚
|
CA | 561.3 M |
|
Retireright LLC
✚
|
IA | 561.1 M |
|
Wedgewood Partners Inc
✚
|
MO | 560.7 M |
|
A & I Financial Services LLC
✚
|
CO | 560.0 M |
|
QP Consulting LLC
✚
|
MD | 559.6 M |
|
Ocean Path Advisors LLC
✚
|
CA | 559.5 M |
|
Endeavor Advisors LLC
✚
|
TX | 559.5 M |
|
van Leeuwen & Associates Inc
✚
|
KY | 559.4 M |
|
Headland Capital LLC
✚
|
SC | 559.3 M |
|
Paulson Wealth Management Inc
✚
|
FL | 558.9 M |