# Maciel Wealth Management

> Maciel Wealth Management is a state-registered investment advisory firm in Overland Park, KS, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 297772
- Filed as: MACIEL WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297772
- AdvisorCensus page: https://advisorcensus.com/firm/maciel-wealth-management-overland-park-ks-297772

## Quick answers

**How is Maciel Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Maciel Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Maciel Wealth Management located?**
Maciel Wealth Management's principal office is in Overland Park, KS, according to its Form ADV.

**Is Maciel Wealth Management registered with the SEC or a state?**
Maciel Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297772.

**How much does Maciel Wealth Management manage?**
Maciel Wealth Management reports $18,600,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Maciel Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (170).

**Does Maciel Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297772

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,600,000
- Discretionary: $18,600,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 170 | $18,600,000 |
| High net worth individuals | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macielwealthmanagement.com
- Facebook @macielwealthmanagement
- Instagram @macielwealthmgt
- LinkedIn @macielwealthmanagement
- TikTok @discover
- X @MacielWealth
- YouTube @UCuKC4qhsTam_x0qiVATnkVQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maciel Wealth Management (CRD 297772): Form ADV filing data as of October 2026.