Maia Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Maia Wealth reports 2,148 clients. They include 1,901 individual clients, 226 high-net-worth individuals, and 21 pension and profit-sharing plans. Of its assets, 99.4% ($967M across 5,244 accounts) are managed with discretion; $6.04M across 21 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 45% |
| High-net-worth individuals | 11% | 55% |
| Pension and profit-sharing plans | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,901 | $436M | 44.8% | $229K |
| High-net-worth individuals | 226 | $532M | 54.7% | $2.36M |
| Pension and profit-sharing plans | 21 | $4.98M | 0.5% | $237K |
| Total | 2,148 | $973M | 100% | $453K |
- Clients
- 1,901
- Regulatory AUM
- $436M
- AUM share
- 44.8%
- Avg. per client
- $229K
- Clients
- 226
- Regulatory AUM
- $532M
- AUM share
- 54.7%
- Avg. per client
- $2.36M
- Clients
- 21
- Regulatory AUM
- $4.98M
- AUM share
- 0.5%
- Avg. per client
- $237K
Total
- Clients
- 2,148
- Regulatory AUM
- $973M
- AUM share
- 100%
- Avg. per client
- $453K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Maia Wealth charges up to 1.50% a year for its Investment management. The fee is billed in arrears and is negotiable. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning coordination
- Fixed coordination fee of $500 to $2,500 for services from unaffiliated estate planning specialists; negotiable.
- Financial planning
- Fixed fees from $1,000 to $25,000, agreed in advance and negotiable; never based on the performance of client assets.
- Retirement plan advisory
- Annual fee of 0.10% to 1% of assets under management, negotiated with the client and set out in the advisory agreement.
- Tax coordination
- Fixed or recurring coordination fee of $120 to $2,500 for services from unaffiliated tax specialists; negotiable.
Marek Financial LLC owns 25% to 50% of Maia Wealth and is in turn owned by Scott Marek (75% or more). It has 43 employees, 36 of them in advisory roles.
Staff
- 43 employees
- 36 in advisory functions
- 36 state-registered reps
- 36 insurance agents
- 1 soliciting firm
- Owns 75% or more of Maia Wealth, LLC
Darcy Gonsalves
Control person · since August 2025
- Owns 50% to 75% of Maia Wealth, LLC
Jack McCaddon
Control person · since August 2025
- Owns 50% to 75% of Maia Wealth, LLC
Adam Coleman
Control person · since August 2025
- Owns 25% to 50% of Maia Wealth, LLC
Marek Financial LLC
Control person · since December 2017
- Owns 75% or more of Marek Financial LLC
Scott Marek
Control person · since December 2017
- Owns 25% to 50% of Maia Wealth, LLC
Dimond Ventures LLC
Control person · since December 2017
- Owns 75% or more of Dimond Ventures LLC
Desmond Dimond
Control person · since December 2017
- Owns 10% to 25% of Maia Wealth, LLC
CTV Holdings LLC
Control person · since December 2017
- Owns 75% or more of CTV Holdings LLC
Chandler Te Velde
Control person · since December 2017
- Owns 5% to 10% of Maia Wealth, LLC
Bud & Thorne, LLC
since July 2018
- Owns 50% to 75% of Bud & Thorne, LLC
Benjamin Horton
Control person · since August 2017
- Owns 50% to 75% of Bud & Thorne, LLC
Andrew Horton
Control person · since August 2017
Maia Wealth’s regulatory assets grew 8.9× from $110M (June 2021) to $973M (May 2026); clients rose from 365 to 2,148 and employees from 17 to 43.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $973M | 2,148 | 43 | 9 |
| Apr 2025April 2025 | $704M | 1,773 | 44 | 8 |
| Mar 2024March 2024 | $392M | 1,047 | 30 | 5 |
| Jul 2023July 2023 | $214M | 795 | 29 | 8 |
| Jul 2022July 2022 | $216M | 601 | 20 | 6 |
| Jun 2021June 2021 | $110M | 365 | 17 | 2 |
Besides its headquarters, Maia Wealth has 8 offices, with 9 listed addresses across 5 states.
Colorado · 3 listed addresses
- 1331 17th Street, Suite 800, DenverHQ
- 5025 Boardwalk Drive, Colorado Springs
- 7887 E. Belleview Avenue, Denver
Illinois · 3 listed addresses
- 2020 Calamos CT., Naperville
- 350 S. Northwest Hwy, Park Ridge
- 15255 94th Avenue, Orland Park
Indiana · 1 listed address
- 9365 Counselors Row, Indianapolis
Texas · 1 listed address
- 14101 US-290 BLDG. 1100, Austin
Utah · 1 listed address
- 725 N Main Street, Moab
Other business names
Maia Wealth has reported 6 other business names to the SEC.
- Integrated Financial Architects
- Miedema Wealth
- Pathway Advisors Group
- Phyxius Financial
- Silveroak
- White Bison Wealth Management, LLC
Contact and registration details
- Legal name
- Maia Wealth, LLC
- Headquarters
- 1331 17th Street, Suite 800, Denver, CO 80202
- Website
- maiawealth.com
- Phone
- 720-644-8803
- @maiawealth
- SEC file
- 801-120452
- Structure
- Colorado LLC
- Fiscal year end
- December
Maia Wealth’s named custodians for separately managed accounts are Charles Schwab ($920M, 98%) and Apex Direct ($16.3M, 2%). Maia Wealth has custody of $54.7M for 249 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $920M98%
- Apex DirectApex Direct · Dallas, TX · $16.3M2%
At year end, Maia Wealth’s separately managed accounts were mostly in stocks (77%) and funds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $679M across 356 positions; the largest are Schwab Strategic TR (5.2%), SPDR Series Trust (4.0%) and Alphabet Inc. (1.6%).
What the accounts hold
- Stocks77%
- Funds10%
- Bonds4%
- Cash7%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Maia Wealth have?
Maia Wealth has 2,148 clients and manages $973 million for them, as of May 2026. They include 1,901 individual clients, 226 high-net-worth individuals, and 21 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 May 2026
What services does Maia Wealth offer?
Maia Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Maia Wealth charge?
Maia Wealth charges up to 1.50% a year for its Investment management. The fee is billed in arrears and is negotiable.
Source: 2A BROCHURE, filed 20 May 2026
Which custodians does Maia Wealth use?
Maia Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $920M and Apex Direct (Dallas, TX), with $16.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026
How many financial advisors does Maia Wealth have?
Maia Wealth has 36 investment adviser representatives registered with state securities authorities, out of 43 employees, and 36 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 36 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Maia Wealth invest in?
At the end of its last fiscal year, Maia Wealth’s separately managed accounts held 77% exchange-traded equities, 10% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 4% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Maia Wealth?
Maia Wealth is owned through holding companies by Scott Marek, Desmond Dimond, Chandler Te Velde, and Benjamin and Andrew Horton. Its direct owners are Marek Financial LLC (25% to 50%), Dimond Ventures LLC (25% to 50%), CTV Holdings LLC (10% to 25%), Bud & Thorne, LLC (5% to 10%), Darcy Gonsalves (75% or more), Jack McCaddon (50% to 75%) and Adam Coleman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 May 2026
How does Maia Wealth get paid?
Maia Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Maia Wealth?
Maia Wealth’s main office is at 1331 17th Street, Suite 800, Denver, CO 80202. Its phone number is 720-644-8803. Its website is maiawealth.com.