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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MELIA WEALTH LLC

MELIA GROUP LLC, CRD 145402

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e1e14e2-1f3b-d5fc-aa5b-5d8dddef954d

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 19, 2017 to Jun 17, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $560MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $560M
Private client RAUM: $560MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,478
Individual clients: 1,015
High net worth clients: 148
Custody, client assets: $293M
SEC number: 801-110485
CRD: 145402
Filings on the tape: 20
First filed: Apr 19, 2017
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, OK

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GREGORY SCOTT MELIA	n/a	TULSA, OK	18	30	n/a	no
Rebecca Jo Benanzer	n/a	TULSA, OK	9	17	n/a	no
Madison Emily Lynch	n/a	TULSA, OK	5	11	n/a	no
BRET EUGENE TRAVIS	n/a	TULSA, OK	1	15	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MELIA, GREGORY, SCOTT	President	E	yes	08/2007	Apr 19, 2017	Apr 3, 2024
TRAVIS, BRET, EUGENE	CHIEF COMPLIANCE OFFICER	Na	no	02/2023	Mar 6, 2023	Apr 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRET TRAVIS	n/a	n/a	n/a	Y	no	n/a
GREG MELIA	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$560M	$560M	7	4	n/a	n/a
2024	Mar 31, 2025	$510M	$510M	7	4	n/a	n/a
2023	Apr 3, 2024	$456M	$456M	4	4	n/a	n/a
2022	Mar 6, 2023	$409M	$409M	4	4	n/a	n/a
2021	Mar 24, 2022	$386M	$386M	4	4	n/a	n/a
2020	Mar 31, 2021	$289M	$289M	4	4	n/a	n/a
2019	Mar 12, 2020	$224M	$224M	3	3	n/a	n/a
2018	Mar 29, 2019	$153M	$153M	3	3	n/a	n/a
2017	Mar 2, 2018	$129M	$129M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$560M	$510M	9.9%	$409M	11.0%	7	7	0	0

Relationships

Registered with (4)

← BRET EUGENE TRAVISAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Madison Emily LynchAdvisorregistration: current employment
Mar 31, 2021 to presentfactForm ADV
← Rebecca Jo BenanzerAdvisorregistration: current employment
Mar 23, 2017 to presentfactForm ADV
← GREGORY SCOTT MELIAAdvisorregistration: current employment
Jan 2, 2008 to presentfactForm ADV

Affiliated with (1)

← ATFS LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (1)

← MELIA, GREGORY, SCOTTOwnerPRESIDENT, ownership code E, individual
Apr 19, 2017 to Apr 3, 2024factForm ADV

Owns (1)

← TRAVIS, BRET, EUGENEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 6, 2023 to Apr 3, 2024factForm ADV

Dated events

Occurred
Apr 19, 2017
First Form ADV filing
Melia Wealth Advisory Group Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e1e14e2-1f3b-d5fc-aa5b-5d8dddef954d
First observed: Apr 19, 2017
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MELIA WEALTH LLC

MELIA GROUP LLC, CRD 145402

TULSA, OK

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8e1e14e2-1f3b-d5fc-aa5b-5d8dddef954d

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GREGORY SCOTT MELIA

n/a

TULSA, OK

n/a

Rebecca Jo Benanzer

n/a

TULSA, OK

n/a

Madison Emily Lynch

n/a

TULSA, OK

n/a

BRET EUGENE TRAVIS

n/a

TULSA, OK

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MELIA, GREGORY, SCOTT

President

yes

08/2007

Apr 19, 2017

Apr 3, 2024

TRAVIS, BRET, EUGENE

CHIEF COMPLIANCE OFFICER

02/2023

Mar 6, 2023

Apr 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRET TRAVIS

n/a

GREG MELIA

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$560M

n/a

2024

Mar 31, 2025

$510M

n/a

2023

Apr 3, 2024

$456M

n/a

2022

Mar 6, 2023

$409M

n/a

2021

Mar 24, 2022

$386M

n/a

2020

Mar 31, 2021

$289M

n/a

2019

Mar 12, 2020

$224M

n/a

2018

Mar 29, 2019

$153M

n/a

2017

Mar 2, 2018

$129M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$560M

$510M

9.9%

$409M

11.0%