Maia Wealth
Maia Wealth (CRD# 292817) is a financial advisory firm headquartered in Denver, CO. They manage $392,454,443 in 2,555 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management392MILLION
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Total Number of Accounts2,555ACCOUNTS
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Average Account Value$153,603
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Other
AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA, WI
Scott moved to Denver in 2014 to open a firm with Desmond Dimond and Maia Wealth was founded.
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Search for your advisor on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are a pure Investment Adviser.
Maia Wealth specializes in wealth management for business owners, multi-generational wealth, and professionals in the engineering, medical, and law industries.
Leslie McMullen (CRD# 5385633) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 16 years of experience in the finance industry.
David Owens (CRD# 6447116) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 9 years of experience in the finance industry.
Dale Self (CRD# 2782162) is an Investment Advisor Representative working at Maia Wealth in Indianapolis, IN and has over 27 years of experience in the finance industry.
Chandler Te Velde (CRD# 6718461) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 5 years of experience in the finance industry.
Adam Coleman (CRD# 5292043) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 3 years of experience in the finance industry.
Thomas Gillin (CRD# 7552977) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has 1 year of experience in the finance industry.
Trevor Hougardy (CRD# 7280874) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 3 years of experience in the finance industry.
Joshua Huene (CRD# 7743706) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has 1 year of experience in the finance industry.
Anne Kiser (CRD# 6794676) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 3 years of experience in the finance industry.