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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-17-2019
- Office Locations
- 1
Office Locations
About Maximus Wealth Advisors
Maximus Wealth Advisors is a Salt Lake City-area RIA serving retail clients, with a stated focus on entrepreneurs. The firm provides financial planning alongside tax and estate planning coordination, insurance planning, and business succession support, paired with portfolio construction and ongoing asset management. Investment exposure is primarily via public funds and ETFs, emphasizing active management, asset allocation, and risk management. Custodies with Charles Schwab.
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Owner & Executives
MATTHEW SCOTT NEVE
Chief Compliance Officer, Owner, President
- CRD
- #6905370
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,021,242 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,021,242 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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