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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 12, 2025 and June 17, 2026, reported AUM increased 9.9%, from $509.5M to $560.1M.
Across 5 reported observations, AUM increased 45.2% between March 24, 2022 and June 17, 2026, from $385.7M to $560.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 1,164 clients, or 291 clients per representative. That equates to $481.2K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on June 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Melia Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Melia Wealth LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Melia Wealth LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.