Maia Wealth

RIASEC Registered
Total AUM
$973M
Discretionary
$967M
99% of AUM
Avg account
$185K
Accounts
5,265
Employees
43
Advisory reps
42

Firm details

Headquarters
Denver, Colorado
CRD number
292817
Registered since
March 5, 2021
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

FINTRX

Overview

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

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: Exchange Traded Equities 77%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 4%77%
  • Exchange Traded Equities77%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • Alex Moorhead

    Alex Moorhead

    Founder and CEOCRD 7775078

Contacts

3 of 41
  • Jonathan Jarboe

    Jonathan Jarboe

    Senior Wealth AdvisorCRD 5094208

  • Thomas Staley

    Thomas Staley

    Senior Wealth AdvisorCRD 5148647

  • Ethan Ogden

    Ethan Ogden

    Wealth AdvisorCRD 7136603

Unlock 38 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 265

Active vs passive

$621M in ETFs

Passive

56%

$348M

Active

22%

$273M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)SchwabPassiveForeign Large Value$44.2M823,0617.12%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth