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Comprehensive Retirement Planning and Wealth Management Services

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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.

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