Maximus Wealth Advisors

Maximus Wealth Advisors operates as an RIA and multi-family office. Limited public profile available from firm disclosures.

Maximus Wealth Advisors

MAXIMUS WEALTH ADVISORS is an SEC-registered investment adviser in SALT LAKE CITY, UT. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Who runs investment decisions at Maximus Wealth Advisors?

No named investment professionals are publicly listed for Maximus Wealth Advisors. As a registered investment advisor, investment decisions likely rest with internal portfolio managers or a committee, but the firm does not disclose leadership in public channels (per public record).

How does Maximus Wealth Advisors source proprietary deal flow?

Maximus Wealth Advisors does not publicly describe a proprietary deal sourcing model. As a multi-family office RIA, it likely relies on third-party asset managers, brokerage platforms, or custodial relationships for investment access rather than direct origination (per public record).

Is Maximus Wealth Advisors a single family office or multi-family office?

Maximus Wealth Advisors operates as a registered investment advisor and presents as a multi-family office, serving multiple families. It is not structured as a single-family office dedicated to one source of wealth (per public record).

Does Maximus Wealth Advisors make direct private investments or only fund commitments?

There is no public evidence that Maximus Wealth Advisors makes direct private investments or venture-style commitments. Its RIA registration suggests it primarily manages assets through public securities and third-party funds (per public record).

Where does the underlying wealth come from at Maximus Wealth Advisors?

The origin of wealth for clients served by Maximus Wealth Advisors is not publicly disclosed. No information ties the firm to a specific industry, founder, or family fortune (per public record).

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.