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MAIA WEALTH

DENVER, CO · CRD 292817 · IAPD ↗ · (720) 644-8803

$973.0MRegulatory AUM
36Advisory reps
43Employees
0Clients
51-100Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
March 2026 — MAIA WEALTH notice-filed in KY, ME, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2026 — MAIA WEALTH reported RAUM up 38% ($704.3M -> $973.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
March 2026 — MAIA WEALTH now reports custody of client assets ($54.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
28
December 2025 — MAIA WEALTH changed its website from maiawealth.com to ifatoday.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
December 2025 — MAIA WEALTH added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — MAIA WEALTH notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — MAIA WEALTH added office(s): 4 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2025 — MAIA WEALTH grew from 30 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
November 2024 — MAIA WEALTH notice-filed in AL, AR, MO, OK, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
November 2024 — MAIA WEALTH crossed $500M in regulatory AUM ($392.5M -> $669.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2024 — MAIA WEALTH notice-filed in GA, KS, MI, NJ, NM, OR, SD, UT, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2024 — MAIA WEALTH reported RAUM up 84% ($213.5M -> $392.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
76
April 2024 — MAIA WEALTH grew from 22 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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