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MAYA ADVISORS, INC.
CRD 144325File 801-129758
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$138.2M
Bottom 25% of cohort (national)
Discretionary AUM
$66.7M
Non-discretionary $71.5M
Clients
39
157 accounts
Employees
1
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 22, 2024
- Principal office
- 1881 PAGE MILL ROAD, PALO ALTO, CA, 94304
- Phone
- 650-704-3074
- Website
- https://www.MayaAdvisors.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $138.2M
- Discretionary AUM
- $66.7M
- Non-discretionary AUM
- $71.5M
- Discretionary accounts
- 83
- Non-discretionary accounts
- 74
- Total accounts
- 157
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 39 | $137.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.