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| MAIA Wealth LLC
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|---|---|
| CRD # | 292817 |
| SEC # | 801-120452 |
| CIK # | 0002010858 |
| AUM | 973.0 M (2026-05-20) |
| Employees | 43 (84% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-644-8803 |
| Address | 1331 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.6 | ||
| Alphabet Inc | 8.9 | ||
| Apple Inc | 7.7 | ||
| Amazon Com Inc | 7.2 | ||
| Nvidia Corp | 6.5 | ||
| Facebook Inc | 5.7 | ||
| Lilly Eli & Co | 5.7 | ||
| Broadcom Inc | 4.6 | ||
| FS KKR Capital Corp | 4.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,901 | 435.6 |
| (b) Individuals (high net worth individuals) | 226 | 532.5 |
| (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 | 21 | 5.0 |
| (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 | 5,265 | 973.0 |
| By Discretionary | ||
| Discretionary | 5,244 | 967.0 |
| Non-Discretionary | 21 | 6.0 |
| Total | 5,265 | 973.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 973.0 | |
| Total | 5,265 | 973.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002010858] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Alliance Advisory Group LLC
✚
|
KS | 978.6 M |
|
Summit Wealth & Retirement Planning Inc
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|
ID | 978.1 M |
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MBE Wealth Management LLC
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WI | 977.1 M |
|
Franklin Managed Options Strategies LLC
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CT | 972.5 M |
|
Lebenthal Global Advisors LLC
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NY | 971.8 M |
|
Elk River Wealth Management LLC
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|
CO | 971.3 M |
|
The Arkansas Financial Group Inc
✚
|
AR | 971.1 M |
|
Columbus Macro LLC
✚
|
970.3 M | |
|
Carrera Capital Advisors LLC
✚
|
MI | 968.7 M |
|
Lifeworks Advisors LLC
✚
|
MI | 966.7 M |