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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
About Melia Wealth LLC
Melia Advisory Group (Tulsa, OK) provides income-focused retirement planning and wealth management for pre-retirees and retirees, including financial and estate planning, IRA management, Medicare advisement, and Social Security analysis. The team emphasizes turning accumulated savings into sustainable retirement income and offers free consultations by Zoom, phone, or in person. Founder Greg Melia has been featured as an expert on U.S. News and Fox Business.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY SCOTT MELIA
Managing Member, President
- CRD
- #2717159
- Ownership
- 75% or more
Rebecca Jo Benanzer
Chief Compliance Officer, CHIEF OPERATING OFFICER, Executive Director of Operations
- CRD
- #6770341
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Madison Emily Lynch
Account Manager
- CRD
- #7342731
BRET EUGENE TRAVIS
--
- CRD
- #5830899
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $560,110,616 | $226,033 |
| Non-Discretionary | $0 | -- |
| Total | $560,110,616 | $226,033 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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