Matthew Tamanaha has been an investment adviser representative at Maia Wealth since October 2022, 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.
Matthew Tamanaha’s longest registration is the current one, 3 years at Maia Wealth since 2022.
- Simplicity WealthAlso current– present · under a yearDenver, CO · Adviser representative · Firm CRD 300572
Investment adviser representative registrations
Matthew Tamanaha is registered as an investment adviser representative in Colorado, since October 2022.
- ColoradoSince 31 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Matthew Roy Akira Tamanaha
- CRD
- 7656535
- Firm
- Maia Wealth · CRD 292817
- Office
- Gunnison, CO
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Tamanaha work?
Matthew Tamanaha is an investment adviser representative registered through Maia Wealth, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Tamanaha a financial advisor?
Yes. Matthew Tamanaha has a current investment-adviser registration in Colorado, through Maia Wealth since October 2022.
How many years of experience does Matthew Tamanaha have?
Matthew Tamanaha has 3 years in the financial industry, since October 2022, across 2 adviser firms.
What exams has Matthew Tamanaha passed?
Matthew Tamanaha passed the Series 65 in June 2022.
Where is Matthew Tamanaha based?
Matthew Tamanaha’s registered office is in Gunnison, CO.
Is Matthew Tamanaha registered with FINRA?
No. Matthew Tamanaha has no current broker registration.
How can I verify Matthew Tamanaha’s record?
Search CRD 7656535 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Tamanaha’s full registration record.