Melia Group
Privacy Policy Notice • Effective 01/2026
 
Prepared by: Integrated Compliance Advisors, Ltd.
FACTS

What does Melia Group do with your personal information?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:
  • Social Security Number and income;
  • Assets and transaction history; and
  • Investment experience and risk tolerance.
When you are no longer a client, we continue to share your information as described in this notice.

How?

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their clients’ personal information; the reasons Melia Group chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information Does Melia share? Can you limit this?
For our everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. YES NO
For our marketing purposes – to offer our products and services to you. YES YES
For joint marketing with other financial companies NO We do not share
For our affiliates’ everyday business purposes – information about your transactions and experiences. YES YES
For our affiliates to market to you YES YES
For non-affiliates to market to you NO We do not share

To limit our sharing

Please note: If you are a new client, we can begin sharing your information upon execution of an agreement. When you are no longer our client, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing. By executing an Investment Advisory Agreement with Melia Group, the client agrees to “opt-in” to this privacy policy.

Questions?

Call (918) 794-9290, email becky@18.207.17.85, or go to www.meliagroup.com.

Who we are
Who is providing this notice? Melia Group (“Melia”)

What we do
How does Melia Group protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

We take reasonable steps to ensure the confidentiality of client information shared via text messages. However, clients are reminded to avoid including sensitive personal or financial information, such as account numbers or Social Security numbers, in text messages.
How does Melia Group collect my personal information?

We collect your personal information, for example, when you:
  • open an account or give us contact information;
  • enter an investment adviser contract or give us your income information; and
  • tell us about your investment or retirement portfolio.
Why can’t I limit all sharing?

Federal law gives you the right to limit only:
  • Sharing for affiliates’ everyday business purposes – information about your creditworthiness;
  • Affiliates from using your information to market to you; and
  • Sharing for nonaffiliates to market to you.
State laws and individual companies may give you additional rights to limit sharing.
What happens when I limit sharing for an account that I hold jointly with someone else?

Your choices will apply to everyone on your account – unless you tell us otherwise.

Definitions

Affiliates — Companies related by common ownership or control. They can be financial and nonfinancial companies.

Non-affiliates — Companies not related by common ownership or control. They can be financial and nonfinancial companies.

Joint Marketing — A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Other important information

By signing and executing Melia Group’s Agreement, I acknowledge that I have fully read and understand this Privacy Policy and opt-in as outlined above. I understand that if I have any questions or concerns about this policy, it is my responsibility to discuss this with my financial professional.

© Melia Group • Privacy Policy Notice
RIS Melia-Icon with reflection

Comprehensive Retirement Planning and Wealth Management Services

Facebook Linkedin-in

Browse

Disclosures

Services

Resources

Business Hours

  • Mon – Thu: 8:30 a.m. – 5:00 p.m.
  • Friday: 8:30 a.m. – 1:00 p.m
  • Sat – Sun: Closed

Service Areas

  • Bixby, OK
  • Broken Arrow, OK
  • Jenks, OK
  • Owasso, OK
  • Sand Springs, OK
  • Tulsa, OK

Contact Information

Location

5424 S Memorial Dr
Building E
Tulsa, OK 74145

Email

info@18.207.17.85

Phone

(918) 794-9290

Investment advisory services are offered through Melia Wealth, LLC, a registered investment advisor. Melia Wealth, LLC (“Melia”) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers by those jurisdictions in which Melia has clients. Melia may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Melia’s website is limited to the dissemination of general information pertaining to its advisory services together with access to additional investment related information, publications, ad links. Accordingly, the publication of Melia’s website on the Internet should not be construed by any consumer and/or perspective client as Melia’s solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any direct communication by Melia’s with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Melia, please contact the SEC or state securities regulators for those states in which Melia maintains a filing.

A copy of Melia’s current written disclosure statement discussing Melia’s business operations, service, and fees is available from Perspective upon request. Melia does not make any representations or warranties as to the accuracy, timeliness suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Melia’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Melia) made reference to directly or indirectly by Melia in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

© 2026 Melia Group • All Rights Reserved