1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MELIA WEALTH LLC

Map pinTULSA, OK
Phone918-794-9290
NotebookSEC #801-110485
Total AUM
$560.1M
Employees
7
Clients
1,164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5424 S. MEMORIAL DRIVE
BUILDING E
TULSA
OK 74145
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
918-794-9290

ReceiptFinancials

Total AUM
$560.1M
Accounts
2,478
Discretionary
$560.1M
Accounts
2,478
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,015
AUM
$325.9M
HNW Individual Clients
148
AUM
$234M
Corporation or Business Clients
1
AUM
$206.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLLAMIMOOKTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account