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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-05-2018
- Office Locations
- 15
Office Locations
About Maia Wealth
Maia Wealth is a retail RIA providing comprehensive wealth management for individuals and business owners, combining financial planning with portfolio construction, retirement and estate planning, tax and insurance coordination, and charitable giving guidance. Investment implementation leans on ETFs and other public funds/index strategies. Client experience emphasizes a robust online portal and custody relationships including Charles Schwab.
Reported data analysis
What the numbers show
Between September 15, 2025 and May 20, 2026, reported AUM increased 38.1%, from $704.3M to $973.0M.
Across 5 reported observations, AUM increased 351.2% between October 31, 2022 and May 20, 2026, from $215.6M to $973.0M.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 36 advisory representatives and 2,148 clients, or 59.7 clients per representative. That equates to $453.0K in reported AUM per client.
The profile lists 15 reported office locations and 8 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Maia Wealth record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER JACOB BARKER
--
- CRD
- #6171686
- Ownership
- Less than 5%
Anne Bliss Kiser
Financial Advisor
- CRD
- #6794676
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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TERRY MORRIS ANDERSON
Financial Advisor
- CRD
- #2374045
Dionne J Banks
Wealth Manager
- CRD
- #5114962
Showing 2 of 42 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $966,997,165 | $184,401 |
| Non-Discretionary | $6,040,196 | $287,628 |
| Total | $973,037,361 | $184,812 |
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Separately Managed Accounts
SMA allocation detail is available
Maia Wealth has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Maia Wealth's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.