MW
MAIA WEALTH
SEC RegisteredDENVER, COhttps://ifatoday.com/team-member/terry-anderson(720) 644-8803
Assets Under Management
$500M–$1B
Employees
43
Office Locations
5 offices
Total Accounts
5265
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Services
retirement_planningfinancial_planningestate_planningtax_planninginsurance
Who they serve
| 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
Marek Financial Llc
OWNER
Dimond Ventures Llc
OWNER
Ctv Holdings Llc
OWNER
Scott C Marek
MANAGING MEMBER
Desmond Jermaine Dimond
MANAGING MEMBER
Chandler te Velde
MANAGING MEMBER
Scott C Marek
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Sandra Horton
OWNER
Benjamin Horton
OWNER
Andrew Horton
OWNER
Office locations
5 offices in 4 states
CO
DENVERHQ
IL
PARK RIDGE
CO
DENVER
TX
CYPRESS
IN
INDIANAPOLIS
Advisors at this firm
16 advisors in the directory
Terry Morris Anderson
Investment Adviser Representative
Samuel Compton Boone
Investment Adviser Representative
Andrew Grant Bourke
Investment Adviser Representative
Bryan Christopher Dern
Investment Adviser Representative
Timothy Dern
Investment Adviser Representative
Darcy Borella Gonsalves
Investment Adviser Representative
Alan David Goodman
Investment Adviser Representative
Stephen Allen Hartel
Investment Adviser Representative
John Ricci Hoover
Investment Adviser Representative
Jedediah Val Huss
Investment Adviser Representative
Anne Bliss Kiser
Investment Adviser Representative
Christian Fernando Luna
Investment Adviser Representative
Alex Patten Moorhead
Investment Adviser Representative
Ethan Nguyen Ogden
Investment Adviser Representative
Matthew Roy Akira Tamanaha
Investment Adviser Representative
Elizabeth Anne Windisch
Investment Adviser Representative
Regulatory & compliance
CRD number
#292817
SEC Number
801-120452
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
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.