Melia Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$559,903,766
Clients
1,163
Advisors
4
of 7 employees
About
Melia Wealth LLC provides discretionary investment management and related advisory services to individuals, high‑net‑worth clients, families, trusts, corporations, charitable foundations, and retirement plan sponsors. The firm also offers financial planning, consulting, and estate‑planning facilitation through a third‑party platform in support of its portfolio management services.
The firm emphasizes diversified asset‑allocation approaches—combining long‑term holdings, tactical adjustments, value investing, and cash management across equities, fixed income, ETFs, options, and select alternative investments—and manages legacy positions when appropriate. Melia operates with a relatively high client load (approximately 1,163 clients supported by four advisors) and uses custodial householding, portfolio reporting technology, and scheduled reviews to administer and rebalance accounts.
Noteworthy features include an affiliation with an accounting and tax services entity that can provide tax preparation and related accounting support coordinated with advisory services, and the use of a third‑party estate facilitation tool—arrangements that are less common among similar teams. The firm has also formalized standalone consulting services and integrated an advisory technology platform for performance reporting and administrative support, reflecting a workflow that blends tax, estate facilitation, and scalable operations for a team of its size.
Client services
Expertise
Occupation focus
Fee options
0.10% annually (0.0833% monthly)
Account minimum: $100,000
Main office
5424 S. Memorial Drive, Building E
Tulsa OK 74145
Advisors at this office
4
Most active in
Arkansas · California · Florida · Louisiana · Michigan · Missouri · Oklahoma · Tennessee · Texas
Also doing business as
Melia Group LLC · Melia Wealth Advisory Group LLC · Melia Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bret T
Series 66
Tulsa, OK
Melia Wealth LLC
Bret Travis is a financial advisor with Melia Wealth LLC in Tulsa, OK, holding a Series 66 designation and 15 years of industry experience. He has worked at Melia Wealth LLC since 2016 and is currently involved with Twice the Returns, LLC as a tax preparer. Melia Wealth LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, families, trusts, corporations, charitable foundations, and retirement plan sponsors. The firm utilizes diversified asset-allocation strategies and integrates tax preparation and estate-planning facilitation through third-party platforms.
Rebecca B
Series 65
Tulsa, OK
Melia Wealth LLC
Rebecca Benanzer is a financial advisor at Melia Wealth LLC in Tulsa, OK, with eight years of industry experience. She holds a Series 65 designation and has been with Melia Wealth LLC since 2017, having previously worked at Melia Advisory Group since 2009, where she also serves as Chief Operations Officer. Melia Wealth provides discretionary asset and portfolio management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular portfolio reviews and employing a combination of fundamental, technical, and cyclical analysis.
Gregory M
Series 63, Series 65
Tulsa, OK
Melia Wealth LLC
Gregory Melia is a financial advisor at Melia Wealth LLC in Tulsa, Oklahoma, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MAG Tax for eight years. Outside of his advisory role, he serves as president and insurance agent at G.S. Melia & Company, where he spends about 10% of his time on insurance product sales and services. Melia Wealth LLC provides discretionary asset and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client objectives and risk tolerances, employing fundamental, technical, and cyclical analysis, and conducts regular account reviews.
Madison L
Series 65
Tulsa, OK
Melia Wealth LLC
Madison Lynch is a financial advisor at Melia Wealth LLC with a Series 65 designation and four years of industry experience. She has worked at Melia Wealth since 2018 and operates as a sole proprietor. Outside of finance, she is a dance instructor and choreographer at Turning Pointe Dance of Tulsa. Melia Wealth LLC provides discretionary asset and portfolio management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on documented client goals and risk tolerances, conducting regular account reviews and employing fundamental, technical, and cyclical analysis.
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