Firm profile

Maia Wealth

DENVER, COCRD 292817Registration Status: ApprovedEffective since March 5, 2021SEC # 801-120452Latest ADV May 20, 2026

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 May 20, 2026, reports $973M in regulatory assets under management, 43 employees, 9 offices, and 5,265 accounts.

Assets Under Management
$973M
Employees
43
Offices
9 offices
Total Clients
2,148

Associated firm names

11 names listed
  • COOKIE WEALTH
  • WHITE BISON WEALTH MANAGEMENT, LLC
  • SILVEROAK
  • PHYXIUS FINANCIAL

Leadership

1 roles identified
CCOChandler Te Velde

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

DENVER, Colorado, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Colorado

DENVERPrimary office · COLORADO SPRINGS

Illinois

PARK RIDGE · ORLAND PARK · NAPERVILLE

Indiana

INDIANAPOLIS

Texas

AUSTIN

Utah

MOAB

9 office records listed · 9 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$973Mas of May 20, 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.

Client Coverage Demographics

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

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%)

Private Funds

Private funds reported by Maia Wealth

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
MAREK FINANCIAL LLCDirect owner · Schedule AInterest in MAIA WEALTH
25% to < 50%
DIMOND VENTURES LLCDirect owner · Schedule AInterest in MAIA WEALTH
25% to < 50%
CTV HOLDINGS LLCDirect owner · Schedule AInterest in MAIA WEALTH
10% to < 25%
BUD & THORNE, LLCDirect owner · Schedule AInterest in MAIA WEALTH
5% to < 10%
Anne Bliss KiserDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
DG FINANCIAL LLCDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
MCCADDON COLEMAN ADVISORSDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
LESLIE DAVIS MCMULLENDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
CHRISTOPHER JACOB BARKERDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
DAVID LYNN OWENSDirect owner · Schedule AInterest in MAIA WEALTH
< 5%
SCOTT C MAREKIndirect owner · Schedule BInterest in MAREK FINANCIAL LLC
75%+
DESMOND JERMAINE DIMONDIndirect owner · Schedule BInterest in DIMOND VENTURES LLC
75%+
Chandler te VeldeIndirect owner · Schedule BInterest in CTV HOLDINGS LLC
75%+
DARCY BORELLA GONSALVESIndirect owner · Schedule BInterest in DG FINANCIAL LLC
75%+
Benjamin HortonIndirect owner · Schedule BInterest in BUD & THORNE, LLC
50% to < 75%
Andrew HortonIndirect owner · Schedule BInterest in BUD & THORNE, LLC
50% to < 75%
Jack Patrick McCaddonIndirect owner · Schedule BInterest in MCCADDON COLEMAN ADVISORS
50% to < 75%
Adam Benjamin ColemanIndirect owner · Schedule BInterest in MCCADDON COLEMAN ADVISORS
50% to < 75%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Maia Wealth.

Reported ownership and control details

Form ADV · Filing date 2026-05-20 · Schedules A and B

19 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1MAREK FINANCIAL LLCMEMBERDomestic entityMAIA WEALTH25% to less than 50%Code CYesMEMBER12/2017Schedule APDF page 25
2DIMOND VENTURES LLCMEMBERDomestic entityMAIA WEALTH25% to less than 50%Code CYesMEMBER12/2017Schedule APDF page 25
3CTV HOLDINGS LLCMEMBERDomestic entityMAIA WEALTH10% to less than 25%Code BYesMEMBER12/2017Schedule APDF page 25
4BUD & THORNE, LLCMEMBERDomestic entityMAIA WEALTH5% to less than 10%Code ANoMEMBER07/2018Schedule APDF page 25
5Chandler te VeldeCCOIndividualMAIA WEALTHLess than 5%Code NAYesCCO01/2025Schedule APDF page 25
6Anne Bliss KiserMEMBERIndividualMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
7DG FINANCIAL LLCMEMBERDomestic entityMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
8MCCADDON COLEMAN ADVISORSMEMBERDomestic entityMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
9LESLIE DAVIS MCMULLENMEMBERIndividualMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
10CHRISTOPHER JACOB BARKERMEMBERIndividualMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
11DAVID LYNN OWENSMEMBERIndividualMAIA WEALTHLess than 5%Code NANoMEMBER08/2025Schedule APDF page 25
12SCOTT C MAREKMANAGING MEMBERIndividualMAREK FINANCIAL LLC75% or moreCode EYesMANAGING MEMBER12/2017Schedule BPDF page 26
13DESMOND JERMAINE DIMONDMANAGING MEMBERIndividualDIMOND VENTURES LLC75% or moreCode EYesMANAGING MEMBER12/2017Schedule BPDF page 26
14Chandler te VeldeMANAGING MEMBERIndividualCTV HOLDINGS LLC75% or moreCode EYesMANAGING MEMBER12/2017Schedule BPDF page 26
15Benjamin HortonMEMBERIndividualBUD & THORNE, LLC50% to less than 75%Code DYesMEMBER08/2017Schedule BPDF page 26
16Andrew HortonMEMBERIndividualBUD & THORNE, LLC50% to less than 75%Code DYesMEMBER08/2017Schedule BPDF page 26
17DARCY BORELLA GONSALVESMANAGING MEMBERIndividualDG FINANCIAL LLC75% or moreCode EYesMANAGING MEMBER08/2025Schedule BPDF page 26
18Jack Patrick McCaddonMANAGING MEMBERIndividualMCCADDON COLEMAN ADVISORS50% to less than 75%Code DYesMANAGING MEMBER08/2025Schedule BPDF page 26
19Adam Benjamin ColemanMANAGING MEMBERIndividualMCCADDON COLEMAN ADVISORS50% to less than 75%Code DYesMANAGING MEMBER08/2025Schedule BPDF page 26

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 5/20/2026 12:17:08 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.