MELIA WEALTH LLC
CRD #145402 SEC #801-110485 TULSA, OK 918-794-9290
SEC Registered
Total AUM
$509.5M
Discretionary
$509.5M
Employees
7
Clients
--
Accounts
2,351
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $509.5M | $509.5M | $0 | 7 | 0 |
| Sep 2025 | $509.5M | $509.5M | $0 | 7 | 0 |
| Mar 2025 | $509.5M | $509.5M | $0 | 7 | 0 |
| Apr 2024 | $455.7M | $455.7M | $0 | 4 | 0 |
| Jan 2024 | $409.4M | $409.4M | $0 | 4 | 0 |
| Mar 2023 | $409.4M | $409.4M | $0 | 4 | 0 |
| Mar 2022 | $385.7M | $385.7M | $0 | 4 | 0 |
| Oct 2021 | $289M | $289M | $0 | 4 | 0 |
| Mar 2021 | $289M | $289M | $0 | 4 | 0 |
| Jun 2020 | $224.4M | $224.4M | $0 | 3 | 0 |
| Mar 2020 | $224.4M | $224.4M | $0 | 3 | 0 |
| Dec 2019 | $202.1M | $202.1M | $0 | 3 | 0 |
| Mar 2019 | $153.2M | $153.2M | $0 | 3 | 0 |
| Nov 2018 | $152.5M | $152.5M | $0 | 3 | 0 |
| Oct 2018 | $152.5M | $152.5M | $0 | 3 | 0 |
| Oct 2018 | $152.5M | $152.5M | $0 | 3 | 0 |
| Sep 2018 | $152.5M | $152.5M | $0 | 3 | 0 |
| Mar 2018 | $128.8M | $128.8M | $0 | 3 | 0 |
| Apr 2017 | $101M | $101M | $0 | 3 | 300 |
DateNov 2025
Total AUM$509.5M
Discretionary$509.5M
Non-Disc.$0
Employees7
Clients0
DateSep 2025
Total AUM$509.5M
Discretionary$509.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$509.5M
Discretionary$509.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2024
Total AUM$455.7M
Discretionary$455.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$409.4M
Discretionary$409.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$409.4M
Discretionary$409.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$385.7M
Discretionary$385.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$224.4M
Discretionary$224.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$202.1M
Discretionary$202.1M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$153.2M
Discretionary$153.2M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2018
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees3
Clients300