Maia Wealth, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 292817
· SEC file 801-120452
· Denver, CO
· www.facebook.com
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ADV data as of May 20, 2026
- Regulatory AUM
- $973M
- Discretionary
- $967M
- Clients
- 2,148
- Avg AUM / client
- $453K
- Accounts
- 5,265
- Employees
- 43
AUM over time
$110M
$973M
Dec 2020
May 2026
Annual snapshots from Form ADV filings · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,901 | $436M | 44.8% |
| High net worth individuals | 226 | $532M | 54.7% |
| Pension and profit sharing plans | 21 | $5.0M | 0.51% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan Central Anesthesia Service Exchange Medical Group, Inc. | 2024 |
People (44)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Horton, Andrew | Member | Aug 2017 (9y) | ≈ 2.5% – 7.5% via Bud & Thorne, Llc | |
| Horton, Benjamin | Member | Aug 2017 (9y) | ≈ 2.5% – 7.5% via Bud & Thorne, Llc | |
| Chandler Te Velde | Managing Member | Dec 2017 (9y) | ≈ 3.75% – 10% via Ctv Holdings Llc | |
| Desmond Jermaine Dimond | Managing Member | Dec 2017 (9y) | ≈ 18.75% – 50% via Dimond Ventures Llc | |
| Scott C Marek | Managing Member | CFP | Dec 2017 (9y) | ≈ 18.75% – 50% via Marek Financial Llc |
| David Lynn Owens | Registered representative | Chartered Financial Consultant | Jan 2019 (8y) | |
| Christopher Jacob Barker | Registered representative | CFP | Feb 2019 (7y) | |
| Darcy Borella Gonsalves | Registered representative | CFP | Jan 2020 (7y) | |
| Anne Bliss Kiser | Registered representative | Jul 2020 (6y) | ||
| Trevor John Hougardy | Registered representative | Aug 2020 (6y) | ||
| Leslie Davis Mcmullen | Registered representative | May 2021 (5y) | ||
| Terry Morris Anderson | Registered representative | CFP | Jan 2022 (5y) | |
| Ethan Nguyen Ogden | Registered representative | May 2022 (4y) | ||
| Dionne J Banks | Registered representative | May 2022 (4y) | ||
| Matthew Roy Akira Tamanaha | Registered representative | Oct 2022 (4y) | ||
| Dale Self | Registered representative | Jan 2023 (4y) | ||
| Lane C. Stamper | Registered representative | Jan 2023 (4y) | ||
| Thomas Donavan Gillin | Registered representative | Mar 2023 (3y) | ||
| Mark Boyer Candler | Registered representative | Mar 2023 (3y) | ||
| Christian Fernando Luna | Registered representative | Apr 2023 (3y) | ||
| Joshua R Huene | Registered representative | May 2023 (3y) | ||
| Alex Patten Moorhead | Registered representative | Jul 2023 (3y) | ||
| Rebecca Rose Desoto | Registered representative | Aug 2023 (3y) | ||
| Stephen Allen Hartel | Registered representative | Sep 2023 (3y) | ||
| Alan David Goodman | Registered representative | Dec 2023 (3y) | ||
| Jacob Martin Jaegle | Registered representative | CFP | Mar 2024 (2y) | |
| John Ricci Hoover | Registered representative | Apr 2024 (2y) | ||
| William David Frier | Registered representative | May 2024 (2y) | ||
| Driss Graoui | Registered representative | Sep 2024 (2y) | ||
| Kenneth Miedema | Registered representative | Sep 2024 (2y) | ||
| Jonathan Dean Jarboe | Registered representative | Jan 2025 (2y) | ||
| Kurt Thomas Gallup | Registered representative | Mar 2025 (1y) | ||
| Collin Kelly | Registered representative | Apr 2025 (1y) | ||
| Kendall Miedema | Registered representative | Jun 2025 (1y) | ||
| Andrew Grant Bourke | Registered representative | Jul 2025 (1y) | ||
| Scott K Garrett | Registered representative | Jul 2025 (1y) | ||
| Judith Kellner | Registered representative | Oct 2025 (1y) | ||
| Elizabeth Anne Windisch | Registered representative | CFP | Dec 2025 (1y) | |
| Jaskaran S Sandhar | Registered representative | Jan 2026 (1y) | ||
| Samuel Compton Boone | Registered representative | Jan 2026 (1y) | ||
| Thomas Lee Staley | Registered representative | CFP | Feb 2026 (0y) | |
| Jedediah Val Huss | Registered representative | Mar 2026 (0y) | ||
| Brennan Knutson | Registered representative | May 2026 (0y) | ||
| Lawrence Joseph Giesing | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Marek Financial Llc | Member | Dec 2017 | A | 25% – 50% |
| Dimond Ventures Llc | Member | Dec 2017 | A | 25% – 50% |
| Ctv Holdings Llc | Member | Dec 2017 | A | 5% – 10% |
| Bud & Thorne, Llc | Member | Jul 2018 | A | 5% – 10% |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Horton, Andrew: 50% – 75% of Bud & Thorne, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Horton, Benjamin: 50% – 75% of Bud & Thorne, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Chandler Te Velde: 75% – 100% of Ctv Holdings Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Desmond Jermaine Dimond: 75% – 100% of Dimond Ventures Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Scott C Marek: 75% – 100% of Marek Financial Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Anesthesia Service Exchange Medical Group, Inc. Profit Sharing Plan | Central Anesthesia Service Exchange Medical Group, Inc. | 142 | $141M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 993 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $920M (95% of AUM) May 2026
- Apex Direct $16.3M (2% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗