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MIAI, INC.

DALLAS, TX · CRD 111695 · IAPD ↗ · maplewoodinvestments.com · 214-739-5677

$213.3MRegulatory AUM
4Advisory reps
4Employees
1Clients
0Planning clients
0Private funds
3States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — MIAI, INC. notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — MIAI, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
November 2024 — MIAI, INC. reported RAUM up 29% ($146.6M -> $189.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.