Maia Wealth

Maia Wealth, LLC is a Registered Investment Adviser established in December 2017 and licensed in April 2018, located in Denver, Colorado. The firm offers discretionary and non-discretionary investment management services primarily utilizing mutual funds, ETFs, and individual securities. Clients have the option to place restrictions on investments, and the firm provides ongoing portfolio monitoring and rebalancing. Investment strategies include fundamental, technical, and cyclical analysis. Maia Wealth also offers financial planning and estate planning services for separate fees. The firm charges investment management fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. Clients have the right to terminate agreements without penalty. Maia Wealth does not charge performance-based fees or engage in side-by-side management. The firm does not have custody of client funds but deducts fees directly from client accounts. Clients receive regular performance reports and account statements from the custodian. Maia Wealth does not vote proxies on behalf of clients and does not participate in class action suits on their behalf. The firm has not been subject to disciplinary actions and maintains financial stability. For more information, visit www.maiawealth.com.