# Maximus Wealth Advisors

> Maximus Wealth Advisors is a state-registered investment advisory firm in Salt Lake City, UT, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 299455
- Filed as: MAXIMUS WEALTH ADVISORS
- Legal name: Maximus Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299455
- AdvisorCensus page: https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455

## Quick answers

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

**Where is Maximus Wealth Advisors located?**
Maximus Wealth Advisors' principal office is in Salt Lake City, UT, according to its Form ADV.

**Is Maximus Wealth Advisors registered with the SEC or a state?**
Maximus Wealth Advisors is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299455.

**How much does Maximus Wealth Advisors manage?**
Maximus Wealth Advisors reports $8,021,242 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Maximus Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (5).

**Does Maximus Wealth Advisors 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/299455

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,021,242
- Discretionary: $8,021,242
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,059,052 |
| High net worth individuals | 7 | $6,962,190 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- maxadvisors.com
- Facebook @MWAFinancialPlanning
- Instagram @maximuswealthadvisors
- X @WealthMaximus

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maximus Wealth Advisors (CRD 299455): Form ADV filing data as of October 2026.