# Maia Wealth

Maia Wealth is a Bank / Wealth / Trust based in Denver, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Denver, United States
- **Region:** North America
- **Address:** Denver, CO, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** maiawealth.com
- **LinkedIn:** https://www.linkedin.com/company/maiawealth

## Regulatory record

- **CRD number:** 292817
- **SEC file number:** 801-120452
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292817

## About

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. 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.

## Questions

### 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.

## Related profiles

- [MAHLE](https://altss.com/profile/mahle)
- [Maier Group](https://altss.com/profile/maier-group)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/maia-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology