MAIA WEALTH

RIASEC RegisteredEst. 2021

Total AUM

$973M

Discretionary

$967M

99% of AUM

Avg account

$185K

Accounts

5,265

Employees

43

Advisory reps

41

Firm details

Headquarters: DENVER, Colorado
CRD number: 292817
Registered since: March 5, 2021
Website: maiawealth.com
Custodians: CHARLES SCHWAB & CO., INC., APEX FINTECH BROKERAGE SERVICES
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI54.72%
Individuals44.77%
Pension & Profit Sharing Plans0.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Maia Wealth is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting and selection-of-other-advisers services. Its fee schedule includes both AUM-based and fixed fees. Maia Wealth is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities77%
Public Funds/Mutual Funds10%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds4%

Owners & executives

1 of 1

Alex Moorhead
Founder and CEOCRD 7775078

Contacts

3 of 40

Joshua Huene
Associate AdvisorCRD 7743706
DESMOND DIMOND
PartnerCRD 6283128
ALAN GOODMAN
Senior Wealth AdvisorCRD 6247658

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 262

Active vs passive

$512M in ETFs

Passive

56%

$285M

Active

25%

$227M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)	Schwab	Passive	Foreign Large Value	$26.4M	539,122	5.15%

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Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area: Denver-Aurora, CO
Region: West
County: DENVER
Address: 1331 17th St
Time zone: MT (UTC-7)
Office locations

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