# Melia Wealth LLC

> Melia Wealth LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 145402
- Filed as: MELIA WEALTH LLC
- Legal name: Melia Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tulsa, OK
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145402
- AdvisorCensus page: https://advisorcensus.com/firm/melia-wealth-llc-tulsa-ok-145402

## Quick answers

**How is Melia Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Melia Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Melia Wealth LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states); Flat fee: up to $5,000 (consulting services); Flat fee: $1,000 (Estately, an estate organization service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Melia Wealth LLC located?**
Melia Wealth LLC's principal office is in Tulsa, OK, according to its Form ADV.

**Is Melia Wealth LLC registered with the SEC or a state?**
Melia Wealth LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 145402.

**How much does Melia Wealth LLC manage?**
Melia Wealth LLC reports $560,110,616 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Melia Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Melia Wealth LLC: Regulatory assets under management: $288,974,000 in the October 2021 data and $560,110,616 in the October 2026 data, up 94%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Melia Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,015); high net worth individuals (148); corporations or other businesses not listed above (1).

**Which custodians does Melia Wealth LLC use?**
Melia Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Melia Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/145402

**Does Melia Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."

**What changed in Melia Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Changed its legal name from Melia Wealth LLC to Melia Group LLC. Registered or notice-filed in CA, MI, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our maximum annual fee is 1.00%, and we have a minimum account size of $100,000.

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our Firm typically requires a minimum account size of $100,000 for advisory accounts. However, sometimes, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.

- Flat fee: up to $5,000 (consulting services)

> Our Firm provides consulting services based on a fixed fee arrangement not to exceed $5,000 based on the scope and complexity of the services to be offered.

- Flat fee: $1,000 (Estately, an estate organization service)

> Our Firm offers Estately, an estate organization service, for a flat fee of $1,000, which is due and payable upon completion of services

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $560,110,616
- Discretionary: $560,110,616
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,015 | $325,895,855 |
| High net worth individuals | 148 | $234,007,911 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $206,850 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, CA, FL, LA, MI, MO, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meliagroup.com
- Facebook @MeliaAdvisoryGroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $288,974,000 | 4 | March 31, 2021 |
| October 2022 | $385,700,000 | 4 | March 24, 2022 |
| October 2023 | $409,429,767 | 4 | March 6, 2023 |
| October 2024 | $455,681,209 | 4 | April 3, 2024 |
| October 2025 | $509,547,471 | 7 | March 31, 2025 |
| October 2026 | $560,110,616 | 7 | June 17, 2026 |

Regulatory assets under management: $288,974,000 in the October 2021 data and $560,110,616 in the October 2026 data, up 94%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Changed its legal name from Melia Wealth LLC to Melia Group LLC.
- Registered or notice-filed in CA, MI, TN.

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Melia Wealth LLC (CRD 145402): Form ADV filing data as of October 2026.