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Melia Wealth LLC
MELIA WEALTH LLC is an SEC-registered investment adviser in TULSA, OK, registered since 2017. The firm manages approximately $560 million in regulatory assets.
Melia Wealth LLC
MELIA WEALTH LLC is an SEC-registered investment adviser in TULSA, OK, registered since 2017. The firm manages approximately $560 million in regulatory assets. It has 7 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Sector focus
Frequently asked questions
Who runs investment decisions at Melia Wealth LLC?
Investment decisions are made by a senior leadership team, though individual names are not publicly disclosed. The firm operates as an SEC-registered RIA, meaning a chief compliance officer and investment committee oversee all recommendations (per SEC filings).
How does Melia Wealth source proprietary deal flow?
Melia Wealth sources deals through a network of GP relationships in private credit and real estate. The firm focuses on manager selection for fund allocations rather than exclusive direct deal sourcing.
Is Melia Wealth structured as a single family office or does it operate more like a venture firm?
Melia Wealth is registered as an RIA and operates as a multi-family office. It is not a venture firm; rather, it allocates capital to alternative asset managers on behalf of multiple families.
Does Melia Wealth participate in fund commitments or only direct deals?
The firm makes fund commitments to private credit and hedge fund managers. It also pursues direct real estate investments and select co-investments alongside GPs.
What investment stages does Melia Wealth typically target?
Melia Wealth focuses on late-stage and mature private credit, stabilized real estate, and liquid hedge funds. It does not publicly target venture or early-stage deals.
Which sectors does Melia Wealth explicitly avoid?
There is no public disclosure of explicit avoidance criteria. The firm appears to concentrate on private credit, real estate, and hedge funds, suggesting a tilt toward relatively liquid or income-generating strategies.
Where does the underlying wealth come from?
The origins of wealth for Melia Wealth's client families are not publicly disclosed. The firm does not publish a list of underlying family names or industries.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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