Maia Wealth
TL;DR
Registered in 2018, the Colorado firm serves individuals, high-net-worth clients and businesses through a network of advisers, some operating under other local brand names.
$973 million
Regulatory AUM
As of ADV filing 2026-05-20
5,265
Accounts / Clients
2,127 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
43
Team Size
employees, 36 advisory
5 yrs
Years Registered
First registered 2021
About Maia Wealth
Registered in 2018, the Colorado firm serves individuals, high-net-worth clients and businesses through a network of advisers, some operating under other local brand names.
Office: 1331 17th Street, Suite 800, Denver, CO 80202.
Best for: Households of any size wanting CFP-led planning through a multi-office network
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD292817
RegistrationSEC-registered
First registration2021
Regulatory AUM$973 million
ADV filing date2026-05-20
Accounts5,265
Clients2,127 individual and high-net-worth clients
Employees43
Advisory employees36
Fee modelAdvisory fees; ADV 2A discloses insurance commissions through an affiliate clients may decline
MinimumNo minimum initial account value (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP named 18 times, plus CDFA, ChFC, RICP and CFA
Source: SEC Investment Adviser Public Disclosure, CRD 292817, as of ADV filing 2026-05-20, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Denver, CO (2026): rank 3 of 10
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