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| Happy Holidays!! thanks for using AUM13F!! |
| MAIA Wealth LLC
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| CRD # | 292817 |
| SEC # | 801-120452 |
| CIK # | 0002010858 |
| AUM | $704.3 M (2025-04-29) |
| Employees | 44 (80% Investors, 0% Brokers) |
| Phone | 720-644-8803 |
| Address | 1401 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002010858 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FS KKR Capital Corp | 13.5 | ||
| Microsoft Corp | 10.3 | ||
| Facebook Inc | 7.5 | ||
| Amazon Com Inc | 6.9 | ||
| Apple Inc | 6.2 | ||
| Alphabet Inc | 6.1 | ||
| Priceline Com Inc | 4.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 4.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,609 | 410.2 |
| (b) Individuals (high net worth individuals) | 164 | 294.2 |
| (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 | 2,445 | 704.3 |
| By Discretionary | ||
| Discretionary | 2,426 | 700.9 |
| Non-Discretionary | 19 | 3.4 |
| Total | 2,445 | 704.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 704.3 | |
| Total | 2,445 | 704.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002010858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Regent Peak Wealth Advisors LLC
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|
GA | 0.7 |
|
Vestgen Investment Management LLC
✚
|
NJ | 0.7 |
|
RBB Treasury LLC
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|
NY | 0.7 |
|
Impact Retirement Advisors LLC
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|
0.7 | |
|
Albitz/Miloe and Associates Inc
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|
CA | 0.7 |
|
Convergence Financial LLC
✚
|
MO | 0.7 |
|
Matauro LLC
✚
|
NY | 0.7 |
|
Henrickson Nauta Wealth Advisors Inc
✚
|
MI | 0.7 |
|
Disciplined Investors LLC
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |