Bret Eugene Travis
Investment adviser representative at Melia Wealth LLC
8 yearsExperience
1 stateRegistered in
$560.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Twice the Returns, LLCAug 2023 to now
- Melia Wealth LLCMar 2016 to now
- Atfs LLCJan 2023 to Aug 2023
- Mag TaxJan 2015 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (OK).
Melia Wealth LLC
Legal name: Melia Group LLC
$560.1MAssets managed
1,164Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5830899
- Firm CRD
- 145402