Fee-only adviser · Denver, CO
Maia Wealth
Maia Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Denver, Colorado. On its latest Form ADV, filed May 20, 2026, it reports $973M in regulatory assets under management, 2,127 individual clients and 36 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 292817 · SEC file 801-120452 |
| Office | 1331 17th Street Suite 800 Denver, CO 80202 |
| Phone | (720) 644-8803 |
| Website | www.maiawealth.com |
| Regulatory assets under management | $973M ($967M discretionary) |
| Individual clients | 1,901 non-high-net-worth, 226 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 43 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Denver
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- Ask Dolly Not reported
- Sharkey Howes & Javer Inc $1.1B
- Uniting Wealth Partners $935M
- Crusonia Wealth Advisors LLC $1.2B
See all 91 fee-only advisers in Denver →
Nearby
- Glendale 1 firm
- Lakewood 6 firms
- Arvada 2 firms
- Greenwood Village 28 firms
- Centennial 14 firms
- Aurora 1 firm
- Littleton 11 firms
- Englewood 11 firms
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