Maia Wealth

Maia Wealth (CRD# 292817) is a financial advisory firm headquartered in Denver, CO. They manage $52,994,908 in 464 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $114,213
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Maia Wealth
Showing 1 - 9 of 9 top financial advisors.
1
Christopher J. Barker
CRD#: 6171686
1401 17th Street, Suite 850, Denver, CO 80202

Christopher Barker (CRD# 6171686) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 6 years of experience in the finance industry. Christopher Barker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darcy Borella
CRD#: 6785791
1401 17th Street, Suite 850, Denver, CO 80202

Darcy Borella (CRD# 6785791) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 2 years of experience in the finance industry. Darcy Borella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark B. Candler
CRD#: 4748115
Denver, CO 80202

Mark Candler (CRD# 4748115) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 7 years of experience in the finance industry.

4
Dylan A. Cleary
CRD#: 7078683
1401 17th Street, Suite 850, Denver, CO 80202

Dylan Cleary (CRD# 7078683) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has 1 year of experience in the finance industry.

5
Scott Marek
CRD#: 6054867
Denver, CO 80202

Scott moved to Denver in 2014 to open a firm with Desmond Dimond and Maia Wealth was founded.

 

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Search for your advisor on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are a pure Investment Adviser.

 

Maia Wealth specializes in wealth management for business owners, multi-generational wealth, and professionals in the engineering, medical, and law industries.

6
David L. Owens
CRD#: 6447116
1401 17th Street, Suite 850, Denver, CO 80202

David Owens (CRD# 6447116) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 5 years of experience in the finance industry.

7
Chandler Te Velde
CRD#: 6718461
1401 17th Street, Suite 850, Denver, CO 80202

Chandler Te Velde (CRD# 6718461) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has 1 year of experience in the finance industry.

8
Jordan L. Youngblade
CRD#: 6214219
1401 17th Street, Suite 850, Denver, CO 80202

Jordan Youngblade (CRD# 6214219) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has over 6 years of experience in the finance industry.

9
Zachary B. Schiffer
CRD#: 7193653
1401 17th Street, Suite 850, Denver, CO 80202

Zachary Schiffer (CRD# 7193653) is an Investment Advisor Representative working at Maia Wealth in Denver, CO and has 1 year of experience in the finance industry.

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