Maia Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated February 27, 2026, reports $973M in regulatory assets under management, 43 employees, 8 offices, and 5,265 accounts.
Assets Under Management
$973M
Employees
43
Offices
8 offices
Total Clients
2,148
Primary office
DENVER, CO
1331 17TH STREET, SUITE 800, DENVER, CO, United States
Top client segmentIndividuals represent 88.5% of total clients.
Top client categories% of clientsClients
1
Individuals
88.5%
1,901
2
HNWI
10.5%
226
3
Pension Plans
1.0%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$973Mas of February 27, 2026
Discretionary99.4%
$967M
99% of total RAUM99.4%
Non-discretionary0.6%
$6M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$973M
Total Accounts5,265
10Y AUM Change+$863M (+788.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee50:1
10Y Employee Change+26 (+152.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.