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 and registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional entities, offering fee arrangements that include a percentage-of-AUM model and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of third‑party advisers. Maia Wealth also acts as a capital allocator, tapping external managers to access certain strategies.
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 41Lawrence Giesing
ParaplannerCRD 6455817
Joshua Huene
Associate AdvisorCRD 7743706
Desmond Dimond
PartnerCRD 6283128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$580M in ETFs
57%
$332M
23%
$248M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $35.2M | 667,648 | 6.08% |
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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