SourcingSourcing

MELIA GROUP LLC

C35
CRD 145402·SEC 801-110485·TULSA, OK
AUM
$560.1M
$500M-$1B
Est. Revenue
$5.6M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MELIA GROUP LLC
CRD
145402
SEC file #
801-110485
EIN
—
DBA names
Melia Wealth Llc

Economics

AUM
$560.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$202.1M → $560.1M▲ +177%
Client mix
Individuals Other1,015
Individuals High Net Worth148
Corporations1

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
TULSA OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/meliaadvisorygroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MELIA, GREGORY, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MELIA, GREGORY, SCOTT
Benanzer, Rebecca, Jo
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:melia.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1097
Soi Zip Pct 200k Plus
0.0151
Soi Zip Returns 200k Plus
120
Soi Zip Total AGI
411,702
Fdic Zip Total Deposits
3,842,194,000
Fdic Zip Branch Count
64
Fdic Zip Top Banks
BancFirst
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Citizens Bank of TulsaTulsa, OK
State Bank & Trust, National AssociationTulsa, OK
Fdic Zip HHI
2951.21
Fdic Zip Top Bank Share Pct
41.36
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI34,720
Returns2,670
Stub 2
AGI87,074
Returns2,400
Stub 3
AGI79,841
Returns1,300
Soi Zip Total Business Income
14,246
Soi Zip Total Cap Gains
8,534
Soi Zip Total Dividends
5,458
Soi Zip Total Returns
7,930
Top Owner CRD
2717159
Trust Company Affiliate
No

People (4)

4
MELIA, GREGORY, SCOTT
IAR · Direct Owner · 87.5%
2717159
Benanzer, Rebecca, Jo
IAR · Executive Officer · 2.5%
6770341
Madison Emily Lynch
IAR
7342731
BRET EUGENE TRAVIS
IAR
5830899