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Maia Wealth, LLC

● SEC registered since 2021CRD 292817SEC# 801-120452Denver, CO
Export (members)
Reg. AUM
$973M
Employees
43
Accounts
5,265
Location
Denver, CO

Maia Wealth, LLC assets under management

Maia Wealth, LLC is an investment advisory firm registered with the SEC based in Denver, CO. The firm has been registered since 2021. It reports $973 million in regulatory assets under management and employs 43 people.

Maia Wealth, LLC owners & executives

19 reported
NameTitleOwnershipSince
Anne Bliss KiserMemberUnder 5%2025
Bud & Thorne, LLCMember5-10%2018
Chandler Te Velde ControlCcoUnder 5%2025
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Frequently asked questions

How much does Maia Wealth, LLC manage?

Maia Wealth, LLC reports $973 million in regulatory assets under management on its Form ADV.

How many employees does Maia Wealth, LLC have?

Maia Wealth, LLC reports 43 employees.

Where is Maia Wealth, LLC located?

Maia Wealth, LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Maia Wealth, LLC disclose fund performance?

Maia Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1331 17th Street, Suite 800, Denver, CO 80202
Phone(720) 644-8803
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$973M▲ 45%
Jan '25 — $669.5MFeb '25 — $669.5MMar '25 — $704.3MApr '25 — $704.3MMay '25 — $704.3MJun '25 — $704.3MJul '25 — $704.3MAug '25 — $704.3MSep '25 — $704.3MOct '25 — $704.3MNov '25 — $704.3MDec '25 — $704.3MJan '26 — $704.3MFeb '26 — $973MMar '26 — $973MApr '26 — $973MMay '26 — $973MJun '26 — $973M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$973Mregulatory AUM
Discretionary $967MNon-discretionary $6M