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MAIA WEALTH
MAIA WEALTH, LLC
CRD 292817 · SEC 801-120452
1331 17TH STREET, SUITE 800, DENVER, CO, 80202, United States
Phone
(720) 644-8803
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$973.0M
Discretionary AUM
$967.0M
Team
43 total employees; 36 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1901 | $435.6M |
| High net worth individuals | 226 | $532.5M |
| Pension/profit sharing plans | 21 | $5.0M |
States served
AL, AZ, AR, CA, CO, DC, GA, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, FL, SD
All web addresses on file
- https://www.silveroakwp.com
- https://lizwindisch.com/
- https://www.facebook.com/maiawealth/
- https://www.ifatoday.com/team-member/terry-anderson
- https://www.manafg.com
- https://www.whitebisonwealth.com/
- https://www.maiawealth.com
- https://www.facebook.com/phyxiusfinancial
- https://www.linkedin.com/company/maiawealth/about/
- https://phyxiusfinancial.com/
Official SEC filing: View on IAPD