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- Custodian
- Ascensus · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-27-2018
- Office Locations
- 1
Office Locations
About Maciel Wealth Management
Maciel Wealth Management is a retail-focused RIA in Overland Park, KS led by owner Matthew Maciel. The firm provides financial planning and wealth management to help clients navigate their next financial steps, supported by retirement/college planning calculators and ongoing market education content. Portfolios are primarily implemented with ETFs, with custody including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 170 clients, or 170 clients per representative. That equates to $109.4K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW MACIEL
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #6430965
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,600,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Maciel Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.