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Maia Wealth CRD 292817
$973M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1331 17Th Street Suite 800, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
1331 17Th Street Suite 800, Denver, CO 80202 • United States
Santa Rosa Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Restored Smiles | Lompoc | CA | 08/2018 | Present |
| Maia Wealth | Denver | CO | 03/2026 | Present |
| Moorpark Dental Group And Orthodontics | Moorpark | CA | 07/2013 | Present |
2011: DENTAL SURGEON, DENTAL INSTRUCTOR. SPECIALIZING IN DENTAL SURGERY. OWNER. NOT INVESTMENT RELATED. TIME SPENT= 30 HOURS PER WEEK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-18 |
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