|
⚲
|
| MAIA Wealth LLC
✚
| |
|---|---|
| CRD # | 292817 |
| SEC # | 801-120452 |
| CIK # | 0002010858 |
| AUM | $392.5 MM (2024-03-18) |
| Employees | 30 (100% Investors, 0% Brokers) |
| Phone | 720-644-8803 |
| Address | 1401 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| FSK | 5,490.0 | 10.6 | |
| MSFT | 1,918,222.4 | 6.4 | |
| GOOGL | 1,475,138.5 | 5.5 | |
| AAPL | 2,382,844.0 | 5.1 | |
| AMZN | 1,092,997.8 | 4.3 | |
| META | 434,852.0 | 3.8 | |
| BKNG | 74,682.6 | 3.1 | |
| TSM | 437,370.3 | 3.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 789 | 200.5 |
| (b) Individuals (high net worth individuals) | 258 | 192.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,555 | 392.5 |
| By Discretionary | ||
| Discretionary | 2,539 | 390.0 |
| Non-Discretionary | 16 | 2.5 |
| Total | 2,555 | 392.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 392.5 | |
| Total | 2,555 | 392.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002010858] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Atlas Asset Management LLC
✚
|
PR | 0.4 |
|
ETFidea LLC
✚
|
NY | 0.4 |
|
Sutton Wealth Advisors Inc
✚
|
FL | 0.4 |
|
Azimut Genesis Advisors LLC
✚
|
FL | 0.4 |
|
Ceeto Capital Group LLC
✚
|
FL | 0.4 |
|
DDFG Inc
✚
|
CA | 0.4 |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Prosperitas Financial LLC
✚
|
CA | 0.4 |
|
Ascent Capital Management LLC
✚
|
OR | 0.4 |