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MELIA WEALTH LLC

TULSA, OK · CRD 145402 · IAPD ↗ · 918-794-9290

$560.1MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — MELIA WEALTH LLC notice-filed in CA, MI, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — MELIA WEALTH LLC now reports custody of client assets ($292.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
78
April 2026 — MELIA WEALTH LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
70
April 2025 — MELIA WEALTH LLC crossed $500M in regulatory AUM ($455.7M -> $509.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
February 2024 — MELIA WEALTH LLC notice-filed in LA, MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.