$973.0M Total AUM
$967.0M Disc. AUM
53.8% 3Y CAGR
43 Employees
2,148 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- DeltaBeacon +more
- Established Date
- 04-05-2018
- Office Locations
- 14
Office Locations
1 MID Atlantic Plaza Floor 3 Oakbrook Terrace IL
1331 17th Street Suite 800 Denver CO
1401 17th Street Suite 850 Denver CO
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.
Team overview
36 AVG AGE
$27.0M AVG AUM / ADVISOR
$453.0K AVG AUM / CLIENT
3.2 yrs AVG TENURE
43 Employees
36 Advisory Reps
36 RIA Reps
8yrs Firm Age
Insights
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Accredited Investors
Frontier matrix
Asset Classes
Focus Peak momentum Eagle Focus fusion
Client Personas
North peak Fusion
Custodian
Atlas Fusion Meridian Prime Legacy
Fund Managers
Vital oak
Investment Themes
Harbor insight Optima Catalyst value Summit Catalyst oak
Investment Vehicles
Signal summit Harbor
Platform
Frontier Peak
Services
Vital Ember crest Legacy frontier Bridge Vertex Catalyst alpha Oak Oak legacy Meridian Horizon atlas Crest timber
Technology
Prime Matrix peak Timber element Insight
Owner & Executives
CHRISTOPHER JACOB BARKER
--
- CRD
- #6171686
- Ownership
- Less than 5%
(251) 852-2966
summit.wave@horizoncapital.com
in linkedin.com/in/catalyst-atlas
Anne Bliss Kiser
Financial Advisor
- CRD
- #6794676
- Ownership
- Less than 5%
(878) 793-3708
delta.timber@matrixcapital.com
in linkedin.com/in/wave-radial
B
Bridge fusion
Radial timber
- CRD
- #14700
- Ownership
- 16.8%
(321) 779-5401
fusion.vector@optimacapital.com
in linkedin.com/in/glacier-matrix
Showing 2 of 5 owners & executives
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T
TERRY MORRIS ANDERSON
Financial Advisor
- CRD
- #2374045
(889) 270-7249
north.legacy@signalcapital.com
in linkedin.com/in/eagle-quantum
Dionne J Banks
Wealth Manager
- CRD
- #5114962
(732) 499-9336
fusion.catalyst@radialcapital.com
in linkedin.com/in/peak-ridge
T
Timber foundation
Ridge value matrix
- CRD
- #77073
(402) 554-2370
optima.focus@peakcapital.com
in linkedin.com/in/optima-capital
Showing 2 of 42 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $973,037,361
Equity - Exchange:
34.9% Public Funds:
23.7% Cash:
24.8% Corporate - Investment Grade:
16.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,048,989,111 | 34.9% |
| Public Funds | $712,350,772 | 23.7% |
| Cash | $745,413,466 | 24.8% |
| Corporate - Investment Grade | $498,946,110 | 16.6% |
| Total | $3,005,699,459 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER PATHWAY | BRIDGE GLACIER | 1CHLZFE8M | XDEB | 11.86% | $14,734,322 |
| RADIAL MATRIX WAVE | OAK RADIAL | OVL8AQD9X | GMIS | 4.67% | $38,368,148 |
| CAPITAL EMBER RIDGE | ALPHA SUMMIT | 7Z5BFO79B | HOVRC | 5.73% | $49,309,280 |
| RADIAL TIMBER | CATALYST VALUE | RINGZUXAQ | XXJ | 6.37% | $90,565,588 |
| FUSION MOMENTUM HARBOR | ATLAS NORTH | KFAK9K1S6 | SAZZH | 7.57% | $111,329,831 |
| CREST BRIDGE VITAL | ATLAS CATALYST | 39844YPNG | XME | 12.55% | $94,389,910 |
| NORTH PATHWAY | UNISON NORTH | VKO4Z3QYL | IMBKW | 5.61% | $110,162,619 |
| EMBER HORIZON WAVE | PRIME CATALYST | X60Y25X3G | LRPK | 0.96% | $4,332,010 |