Advisor at Desert Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Desert Wealth Management LLC
Location
Palm Desert, CA
Credentials
CFP®, Series 66
Industry experience
11 years
Maria Melecio is a CFP® professional with 11 years of experience in the financial industry. She has worked at Desert Wealth Management LLC since 2018 and previously held roles at Alpha Wealth Management, LLC and as an insurance agent. Outside of her advisory work, Ms. Melecio serves as a FINRA arbitrator and is an adjunct professor at California State University San Bernardino. Desert Wealth Management is a fee-only investment adviser managing approximately $49.6 million in discretionary assets for a small client base, primarily individuals and high-net-worth clients. The firm employs an academic investment approach that integrates macroeconomic and fundamental security analysis to guide asset allocation and investment selection.
Annual investment advisory fee not to exceed 1.20%, billed monthly in advance based on assets under management
Account minimum: $500,000 (may be lowered or waived in certain instances) Fee-only: Fee-only investment management firm
Palm Desert, CA
California
California State University San Bernardino
2022 - Present (4 years)
Finra
2020 - Present (6 years)
Desert Wealth Management LLC
2018 - Present (8 years)
Club Z tutoring
2016 - 2023 (7 years)
Alpha Wealth Management, LLC
2015 - 2018 (3 years)
Insurance Agent
2014 - 2016 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Palm Desert, CA
Pamela Plick Wealth Management LLC
Series 63, Series 65
Indio, CA
George Hill Asset Management, LLC
CFP®, CFA®, Series 63
Rancho Mirage, CA
Stoke Capital
CFP®, Series 63, Series 65
Palm Desert, CA
Desert Financial Planning
Series 65
Palm Springs, CA
Luke Capital
CFA®, Series 63, Series 65
Indio, CA
Coryell Capital Management
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