A complete list of active advisors currently associated with Melia Wealth LLC
Warmer can help you find a great advisor at Melia Wealth LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Melia Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 9
| |
Tulsa, OK
| 5
| |
Tulsa, OK
| 18
| |
Tulsa, OK
| 15
|
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