Trevor Hougardy has been an investment adviser representative at Maia Wealth since August 2020, 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.
Trevor Hougardy’s longest registration is the current one, 6 years at Maia Wealth since 2020. Before joining Maia Wealth in 2020, Trevor Hougardy was registered through Colorado Wealth Group LLC.
- Colorado Wealth Group LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 310024
Investment adviser representative registrations
Trevor Hougardy is registered as an investment adviser representative in Colorado, since August 2020.
- ColoradoSince 21 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 June 2020 |
| SIE | Securities Industry Essentials Examination | 5 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Trevor John Hougardy
- CRD
- 7280874
- Firm
- Maia Wealth · CRD 292817
- Office
- 1331 17TH STREET, SUITE 800, Denver, CO 80202
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Trevor Hougardy work?
Trevor Hougardy is an investment adviser representative registered through Maia Wealth, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Trevor Hougardy a financial advisor?
Yes. Trevor Hougardy has a current investment-adviser registration in Colorado, through Maia Wealth since August 2020.
How many years of experience does Trevor Hougardy have?
Trevor Hougardy has 6 years in the financial industry, since August 2020, across 2 adviser firms.
What exams has Trevor Hougardy passed?
Trevor Hougardy has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in March 2020.
Where did Trevor Hougardy work before Maia Wealth?
Before Maia Wealth, Trevor Hougardy was registered through Colorado Wealth Group LLC, August 2020 to August 2020.
Where is Trevor Hougardy based?
Trevor Hougardy’s registered office is in Denver, CO.
Is Trevor Hougardy registered with FINRA?
No. Trevor Hougardy has no current broker registration.
How can I verify Trevor Hougardy’s record?
Search CRD 7280874 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Trevor Hougardy’s full registration record.