MAIA WEALTH
SEC RegisteredAbout the firm
Maia Wealth is a financial advisory firm dedicated to providing investment management and strategic wealth planning specific to each client's situation. The firm strives to be clients' trusted advisor by providing unbiased opinions designed to achieve long-term investment results, with the highest levels of trust, integrity, and respect using a team approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Services include retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans for employee groups, life insurance, long-term care, disability and critical illness coverage, and health insurance/group health benefits.
Who they serve
Families and individuals seeking broader financial guidance beyond asset management, including those who may have unmet needs in their current service mix.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,901 | $436M |
| High Net Worth Individuals | 226 | $532M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 21 | $5.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
44 advisors in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAIA WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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