# Maia Wealth

> 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.

- CRD: 292817
- Filed as: MAIA WEALTH
- Legal name: Maia Wealth, LLC
- Also doing business as: INTEGRATED FINANCIAL ARCHITECTS, MIEDEMA WEALTH, PATHWAY ADVISORS GROUP, PHYXIUS FINANCIAL, SILVEROAK, WHITE BISON WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292817
- AdvisorCensus page: https://advisorcensus.com/firm/maia-wealth-denver-co-292817

## Quick answers

**How is Maia Wealth compensated?**
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).

**Where is Maia Wealth located?**
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).

**Is Maia Wealth registered with the SEC or a state?**
Maia Wealth is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 292817.

**How much does Maia Wealth manage?**
Maia Wealth reports $973,037,361 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (99% discretionary).

**How have Maia Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Maia Wealth serve?**
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).

**Which custodians does Maia Wealth use?**
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.

**Does Maia Wealth report any disciplinary disclosures?**
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

**Does Maia Wealth state an account minimum?**
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."

**What changed in Maia Wealth's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Account minimum: None

> We provide investment advice to individuals, high net worth individuals, trusts, estates, corporations or businesses. We do not have a minimum initial account value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Fintech Brokerage Services
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $973,037,361
- Discretionary: $966,997,165
- Non-discretionary: $6,040,196

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,901 | $435,590,044 |
| High net worth individuals | 226 | $532,463,123 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 21 | $4,984,194 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 43 total, 36 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Austin, TX
- Colorado Springs, CO
- Denver, CO
- Indianapolis, IN
- Moab, UT
- Naperville, IL
- Orland Park, IL
- Park Ridge, IL

### Websites listed on Form ADV (Item 1.I)
- ifatoday.com/team-member/terry-anderson
- lizwindisch.com
- maiawealth.com
- manafg.com
- phyxiusfinancial.com
- silveroakwp.com
- whitebisonwealth.com
- Facebook @maiawealth
- Facebook @phyxiusfinancial
- LinkedIn @maiawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,547,165 | 17 | June 3, 2021 |
| October 2022 | $215,631,935 | 20 | September 26, 2022 |
| October 2023 | $213,541,601 | 29 | September 12, 2023 |
| October 2024 | $392,454,443 | 30 | March 18, 2024 |
| October 2025 | $704,344,811 | 44 | April 29, 2025 |
| October 2026 | $973,037,361 | 43 | May 20, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists the business name Mana Financial Group.
- Added an office in Moab, UT.
- No longer lists an office in Schaumburg, IL.

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maia Wealth (CRD 292817): Form ADV filing data as of October 2026.