MAXIMUS WEALTH ADVISORS

RIASEC Registered
Total AUM
$8M
Discretionary
$8M
100% of AUM
Avg account
$668K
Accounts
12
Employees
1
Advisory reps
1

Firm details

Headquarters
SALT LAKE CITY , Utah
CRD number
299455
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI86.8%
  • Individuals13.2%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Maximus Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee billing options. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 21%, Cash & Cash Equivalents 3%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • MATTHEW NEVE

    President & OwnerCRD 6905370

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SALT LAKE CITY , UT

SALT LAKE

Location

SALT LAKE CITY , UT

Headquartered in SALT LAKE CITY , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
SALT LAKE
Address
517 S 200 W
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth