Joshua Huene has been an investment adviser representative at Maia Wealth since May 2023, and is not listed among the firm’s executive officers or direct owners.
Maia Wealth, LLC is a Denver, CO firm with $973M under management, 2,148 clients and 36 advisers across 9 offices, as of its May 2026 filing.
Joshua Huene’s longest registration is the current one, 3 years at Maia Wealth since 2023.
- Simplicity WealthAlso current– present · under a yearDenver, CO · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Joshua Huene is registered as an investment adviser representative in Colorado, since May 2023.
- ColoradoSince 17 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joshua R Huene
- CRD
- 7743706
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Huene work?
Joshua Huene is an investment adviser representative registered through Maia Wealth, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Huene a financial advisor?
Yes. Joshua Huene has a current investment-adviser registration in Colorado, through Maia Wealth since May 2023.
How many years of experience does Joshua Huene have?
Joshua Huene has 3 years in the financial industry, since May 2023, across 2 adviser firms.
What exams has Joshua Huene passed?
Joshua Huene passed the Series 65 in May 2023.
Where is Joshua Huene based?
Joshua Huene’s registered office is in Denver, CO.
Is Joshua Huene registered with FINRA?
No. Joshua Huene has no current broker registration.
How can I verify Joshua Huene’s record?
Search CRD 7743706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Huene’s full registration record.