MELIA WEALTH LLC
Tulsa, Oklahoma
4.6
22 Reviews
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Melia Wealth LLC is a small investment advisory firm headquartered in Tulsa, OK, boasting a single office location. With a team of four dedicated professionals, Melia Wealth LLC exclusively focuses on providing top-notch investment advisory services to its clients. Their impressive average of approximately $102,360,000 in assets under management per investment advisor positions them favorably within the industry. The compensation structure at Melia Wealth LLC encompasses various types, including a percentage of assets under management. Remarkably, around half of their assets under management stem from employer 401Ks or individual...
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Assets Under Mgmt

$409.43M

Investment Professionals

4

Locations

0

% 401K & Individual

68%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
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