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MAXIMUS WEALTH ADVISORS
MAXIMUS WEALTH ADVISORS LLC
CRD 299455
517 SOUTH 200 WEST GARDEN LEVEL, SUITE 10, SALT LAKE CITY, UT, 84101, United States
Phone
801-870-7510
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$8.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.1M |
| High net worth individuals | 7 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD