Gregory Melia is a registered investment advisor at Melia Wealth LLC, based in Tulsa, OK, with 18 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 2,351 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
5424 S. Memorial Drive, Building E, Tulsa, OK, 74145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is the president and insurance agent for G.S. Melia & Company, dedicating about half his time to insurance product sales and services. He also owns Melia Properties (real estate) and Melia Holdings LLC (passive business interests), but spends minimal time on these activities.
Employment History
Current Registrations
Melia Wealth LLC
State Registrations2 states
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