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MAYA ADVISORS, INC.

PALO ALTO, CA · CRD 144325 · IAPD ↗ · mayaadvisors.com · 650-704-3074

$138.2MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2024 — MAYA ADVISORS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2024 — MAYA ADVISORS, INC. (PALO ALTO, CA) is newly SEC-registered with $103.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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