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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.
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.
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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