{
  "crd_number": 292817,
  "slug": "maia-wealth-denver-co-292817",
  "primary_business_name": "MAIA WEALTH",
  "legal_name": "MAIA WEALTH, LLC",
  "dbas": [
    "INTEGRATED FINANCIAL ARCHITECTS",
    "MIEDEMA WEALTH",
    "PATHWAY ADVISORS GROUP",
    "PHYXIUS FINANCIAL",
    "SILVEROAK",
    "WHITE BISON WEALTH MANAGEMENT, LLC"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-05",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-05-20",
  "carried_forward": false,
  "raum_total": 973037361.0,
  "raum_discretionary": 966997165.0,
  "raum_non_discretionary": 6040196.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 43,
  "advisory_employees": 36,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 435590044.0,
      "count": 1901
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 4984194.0,
      "count": 21
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 532463123.0,
      "count": 226
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://facebook.com/maiawealth",
    "https://facebook.com/phyxiusfinancial",
    "https://ifatoday.com/team-member/terry-anderson",
    "https://linkedin.com/company/maiawealth/about",
    "https://lizwindisch.com",
    "https://maiawealth.com",
    "https://manafg.com",
    "https://phyxiusfinancial.com",
    "https://silveroakwp.com",
    "https://whitebisonwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292817",
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/maia-wealth-denver-co-292817",
  "display_name": "Maia Wealth",
  "summary": "Maia Wealth is an SEC-registered investment advisory firm in Denver, CO, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 20, 2026.",
  "citation": "AdvisorCensus. Maia Wealth (CRD 292817): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Maia Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maia Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Maia Wealth located?",
      "a": "Maia Wealth's principal office is in Denver, CO, according to its Form ADV; the June 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Maia Wealth registered with the SEC or a state?",
      "a": "Maia Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 292817."
    },
    {
      "q": "How much does Maia Wealth manage?",
      "a": "Maia Wealth reports $973,037,361 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (99% discretionary)."
    },
    {
      "q": "How have Maia Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Maia Wealth: Regulatory assets under management: $109,547,165 in the October 2021 data and $973,037,361 in the October 2026 data, up 788%. Total employees: 17 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Maia Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,901); high net worth individuals (226); pension and profit sharing plans (but not the plan participants or government pension plans) (21)."
    },
    {
      "q": "Which custodians does Maia Wealth use?",
      "a": "Maia Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Fintech Brokerage Services and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Maia Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292817"
    },
    {
      "q": "Does Maia Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 20, 2026 says: \"We provide investment advice to individuals, high net worth individuals, trusts, estates, corporations or businesses. We do not have a minimum initial account value.\""
    },
    {
      "q": "What changed in Maia Wealth's recent Form ADV filings?",
      "a": "In the June 2026 filing data: No longer lists the business name Mana Financial Group. Added an office in Moab, UT. No longer lists an office in Schaumburg, IL."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 109547165.0,
      "total_employees": 17,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 215631935.0,
      "total_employees": 20,
      "filing_date": "2022-09-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 213541601.0,
      "total_employees": 29,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 392454443.0,
      "total_employees": 30,
      "filing_date": "2024-03-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 704344811.0,
      "total_employees": 44,
      "filing_date": "2025-04-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 973037361.0,
      "total_employees": 43,
      "filing_date": "2026-05-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Mana Financial Group.",
        "Added an office in Moab, UT.",
        "No longer lists an office in Schaumburg, IL."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Hofkin Capital Management.",
        "No longer lists the business name Cookie Wealth.",
        "Added the business name Miedema Wealth.",
        "Employees performing advisory functions went from 35 to 36.",
        "Regulatory assets under management went from $704,344,811 to $973,037,361 (+38%).",
        "Changed its office addresses in Naperville, IL.",
        "Added an office in Orland Park, IL.",
        "Added an office in Park Ridge, IL.",
        "Added an office in Schaumburg, IL.",
        "No longer lists an office in Dripping Springs, TX.",
        "No longer lists an office in Oakbrook Terrace, IL.",
        "Registered or notice-filed in KY, ME, WY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We provide investment advice to  individuals, high net worth individuals, trusts, estates, corporations or businesses.   We do not have a minimum initial account value."
        ]
      }
    ],
    "quotes": [
      "We provide investment advice to  individuals, high net worth individuals, trusts, estates, corporations or businesses.   We do not have a minimum initial account value."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Apex Fintech Brokerage Services",
      "name_as_filed": "APEX FINTECH BROKERAGE SERVICES",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/maia-wealth-denver-co-292817.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1901,
      "fewer_than_5": false,
      "raum": 435590044.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 226,
      "fewer_than_5": false,
      "raum": 532463123.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 4984194.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292817",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}