Maia Wealth
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
FINTRXOverview
Maia Wealth is an independent registered investment adviser organized as an LLC that registered with the SEC in 2021. The firm services both individual/family and institutional clients and acts as a capital allocator, sourcing and allocating to third‑party managers in addition to managing client portfolios directly. Its revenue model combines percentage-of-AUM fees with fixed fees. Core advisory services listed include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 41
Jonathan Jarboe
Senior Wealth AdvisorCRD 5094208
Thomas Staley
Senior Wealth AdvisorCRD 5148647
Ethan Ogden
Wealth AdvisorCRD 7136603
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 265Active vs passive
$621M in ETFs
56%
$348M
22%
$273M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $44.2M | 823,061 | 7.12% |
Location
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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