President, Managing Member · Melia Wealth LLC
Gregory S. Melia
CRD 2717159 · Named on Form ADV at one SEC-registered adviser
At a glance
Melia Wealth LLC, an SEC-registered wealth manager based in Tulsa, OK with $560 million in regulatory assets, lists Gregory S. Melia on its Form ADV as President, Managing Member, a control person.
Firms and roles
- Melia Wealth LLCPresident, Managing MemberWealth manager · Tulsa, OK · $560M in regulatory assets
AtlasMembers
Gregory’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Rebecca J. BenanzerChief Operating Officer, Chief Compliance Officer, Melia Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.