DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
M•••• W••••• L••
Legal name M•••• G•••• L••
Latest filing Jun 17, 2026
First filing on the tape Apr 19, 2017 · 20 filings
SEC status approved since Apr 28, 2017
RAUM
$560M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$560M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$140M
derived; firm RAUM over IAPD count
Employees
7
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$560M as of Jun 17, 2026
Mar 2, 2018$129M then
HNW client RAUM$234M as of Jun 17, 2026
Mar 2, 2018$24.6M then
State-registered IARs (5.B.3)4 as of Jun 17, 2026
Mar 2, 20183 then
Employees (5.A)7 as of Jun 17, 2026
Mar 2, 20183 then
Private funds: no history
RAUM +9.9% over the last fiscal year+11% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Jun 17, 2026; every figure names its basis
- RAUM per advisor
- $140MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 291derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $226,033derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -51%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $293M, 1,105 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$326M58%
- High-net-worth individuals$234M42%
- Corporations and businesses$206,8500.0%
- Individual clients
- 1,015reported
- HNW clients
- 148reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2,478reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $293M for 1,105 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| G•••••• S•••• M•••• | Tulsa, Ok | Jan 2, 2008 | 30 y | 0 |
| R•••••• J• B••••••• | Tulsa, Ok | Mar 23, 2017 | 17 y | 0 |
| M•••••• E•••• L•••• | Tulsa, Ok | Mar 31, 2021 | 11 y | 0 |
| B••• E••••• T••••• | Tulsa, Ok | Jan 1, 2025 | 15 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- B••• E••••• T••••• from A•••••• A••••••• S•••••••Jan 1, 2025 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••• G••••••• S•••• · Presidentcontrolsince 08/2007 · owns 75% or more
- T•••••• B•••• E••••• · Chief Compliance Officersince 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
- B••• T•••••insurancey
- G••• M••••real estatey
Advisers that list M•••• W••••• L•• as a related person
- 327085 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Tulsa, Ok · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- unusually high clients per advisorStatic outlier · filing Jun 17, 2026private clients per advisor of 290.8 against a peer median of 63.5 (1211 comparable advisers, 99.0th percentile, 6.1 robust deviations)peers: independent wealth managers, $500M to $1B (1,211) · 99% percentile
- clients down average size upCombination · filing Mar 31, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $509,547,471 to $560,110,616, advisors 4 to 4, private clients 2350 to 1163, offices 0 to 0 (2025-03-31 to 2026-03-31)peers: independent wealth managers, $500M to $1B (1,482)
- client count collapseChange between filings · filing Mar 31, 2026individual and HNW clients (Item 5.D) moved from 2,350.0 to 1,163.0 (-51.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (1216 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $500M to $1B (1,216) · 1.5% percentile
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 19.0% to 42.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 2,351 to 2,478Nov 12, 2025 to Mar 31, 2026
- Advisory activities · 1 to 3Nov 12, 2025 to Mar 31, 2026
- Charity clients · 1 to 0Nov 12, 2025 to Mar 31, 2026
- Corporate clients · 0 to 1Nov 12, 2025 to Mar 31, 2026
- HNW clients · 61 to 148Nov 12, 2025 to Mar 31, 2026
- Individual clients · 2,289 to 1,015Nov 12, 2025 to Mar 31, 2026
- Assets in custody · unset to 292569274.0Nov 12, 2025 to Mar 31, 2026
- Custody of client assets · false to trueNov 12, 2025 to Mar 31, 2026
- Financial planning clients · to 0Nov 12, 2025 to Mar 31, 2026
- Legal name · M•••• W••••• L•• to M•••• G•••• L••Nov 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $510M to $560MNov 12, 2025 to Mar 31, 2026
- HNW RAUM · $97.5M to $234MNov 12, 2025 to Mar 31, 2026
- Individual RAUM · $412M to $326MNov 12, 2025 to Mar 31, 2026
- RAUM · $510M to $560MNov 12, 2025 to Mar 31, 2026
- Accounts · 2,225 to 2,351Apr 3, 2024 to Mar 31, 2025
- Charity clients · 2 to 1Apr 3, 2024 to Mar 31, 2025
- Corporate clients · 3 to 0Apr 3, 2024 to Mar 31, 2025
- HNW clients · 55 to 61Apr 3, 2024 to Mar 31, 2025
- Individual clients · 2,165 to 2,289Apr 3, 2024 to Mar 31, 2025
- Employees · 4 to 7Apr 3, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $456M to $510MApr 3, 2024 to Mar 31, 2025
- HNW RAUM · $91.7M to $97.5MApr 3, 2024 to Mar 31, 2025
- Individual RAUM · $364M to $412MApr 3, 2024 to Mar 31, 2025
- RAUM · $456M to $510MApr 3, 2024 to Mar 31, 2025
- Accounts · 1,355 to 2,225Jan 23, 2024 to Apr 3, 2024
- Charity clients · 1 to 2Jan 23, 2024 to Apr 3, 2024
- HNW clients · 128 to 55Jan 23, 2024 to Apr 3, 2024
- Individual clients · 1,225 to 2,165Jan 23, 2024 to Apr 3, 2024
- Pension plan clients · unset to 0.0Jan 23, 2024 to Apr 3, 2024
- Pooled vehicle clients · unset to 0.0Jan 23, 2024 to Apr 3, 2024
- Discretionary RAUM · $409M to $456MJan 23, 2024 to Apr 3, 2024
- HNW RAUM · $131M to $91.7MJan 23, 2024 to Apr 3, 2024
- Individual RAUM · $278M to $364MJan 23, 2024 to Apr 3, 2024
- Pension RAUM · unset to 0.0Jan 23, 2024 to Apr 3, 2024
- Pooled vehicle RAUM · unset to 0.0Jan 23, 2024 to Apr 3, 2024
- RAUM · $409M to $456MJan 23, 2024 to Apr 3, 2024
- Accounts · 1,895 to 1,355Mar 24, 2022 to Mar 6, 2023
- Business name · M•••• W••••• A••••••• G•••• L•• to M•••• W••••• L••Mar 24, 2022 to Mar 6, 2023
- Charity clients · unset to 1.0Mar 24, 2022 to Mar 6, 2023
Signals
1 dated events
- M•••• W••••• A••••••• G•••• L•• filed its initial SEC registration (Form ADV)Apr 19, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@meliagroup.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 918-794-9290reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- M••••GROUP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 918-794-9290reportedpublic record, Form ADV, Jun 17, 2026
- Contact form
- meliagroup.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $140Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026