Maia Wealth

Founded in 2017 and headquartered in Denver, Maia Wealth is a registered investment advisor that serves individuals, high-net-worth families, trusts, and...

Maia Wealth

Founded in 2017 and headquartered in Denver, Maia Wealth is a registered investment advisor that serves individuals, high-net-worth families, trusts, and businesses. The firm was built as a fee-only planning and investment management practice, reflecting a broader industry shift away from commission-driven brokerage models that dominated wealth management in prior decades. Maia Wealth delivers investment advisory services and financial planning to its client base. The firm's strategy centers on constructing portfolios tailored to individual financial plans, a standard RIA posture that typically blends strategic asset allocation across public equities, fixed income, and alternatives where client suitability permits. Without publicly disclosed positions, the observable strategy is one of goals-based wealth management rather than thematic or concentrated mandate investing. The firm's Colorado base anchors a geographic focus that likely concentrates client relationships in the Mountain West region. As a private advisory firm with no reported team size or public asset figures, Maia Wealth competes in the fragmented RIA landscape where client relationships rather than institutional scale drive economics. The firm has no disclosed adjacent vehicles, philanthropic foundations, or club memberships. No verifiable operational event from the past 24 months was identified in the public record. Maia Wealth's structural differentiator is temporal: it was founded in 2017, after the Department of Labor's fiduciary rule reshaped advisory standards and before the wave of RIA consolidation that followed. This timing positions the firm within a regulatory cohort whose entire architecture is built around a fiduciary standard, not a suitability standard — a distinction that affects everything from fee structure to client communication.

Website

maiawealth.com

linkedin.com/company/maiawealth

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Denver

Corporate office

Denver, CO, United States

Is Maia Wealth a fiduciary?

As a registered investment advisor, Maia Wealth operates under a fiduciary duty to its clients, meaning it is legally required to place client interests ahead of its own. The firm's 2017 founding places it firmly within the post-DOL fiduciary rule era of advisory firms. This distinguishes it from broker-dealers, which operate under a less stringent suitability standard.

Who does Maia Wealth serve?

Maia Wealth advises a client base that includes individuals, high-net-worth individuals, trusts, and businesses, according to its regulatory disclosures. The firm's Denver headquarters suggests a geographic concentration in Colorado and the broader Mountain West, though no specific client-count or geographic breakdown is publicly available.

Is Maia Wealth's fee structure disclosed?

Specific fee schedules for Maia Wealth are not publicly available. As a registered investment advisor, the firm is required to disclose its fee structure in its Form ADV Part 2A brochure, which is filed with the SEC and available upon request. Standard RIA fees typically include an assets-under-management percentage, fixed retainers, or hourly planning fees.

Does Maia Wealth manage alternative investments?

No public record indicates that Maia Wealth directly manages alternative investment vehicles. The firm's described services — investment management and financial planning — suggest a focus on traditional portfolio construction. Any alternatives access would likely come through third-party funds or platforms rather than proprietary vehicles, though no confirmation exists.

How is Maia Wealth regulated?

Maia Wealth is regulated by the Securities and Exchange Commission as a registered investment advisor, a status that requires regular filings including Form ADV. The firm is also likely subject to state-level oversight by the Colorado Division of Securities. As a post-2017 RIA, it has operated entirely under the modern regulatory framework shaped by the DOL fiduciary rule.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.