MAIA WEALTH

Legal name: MAIA WEALTH, LLC

CRD 292817File 801-120452

APPROVED

Retail clients

Custody

Filing as of May 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$973.0M

Above cohort median (national)

Discretionary AUM

$967.0M

Non-discretionary $6.0M

Clients

2,148

5,265 accounts

Employees

Top 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Mar 5, 2021
Principal office: 1331 17TH STREET, SUITE 800, DENVER, CO, 80202
Phone: (720) 644-8803
Website: https://www.silveroakwp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $973.0M
Discretionary AUM: $967.0M
Non-discretionary AUM: $6.0M
Discretionary accounts: 5,244
Non-discretionary accounts: 21
Total accounts: 5,265
AUM per client: $453K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	226	$532.5M
Pension and profit sharing plans	21	$5.0M
Individuals (other than high net worth individuals)	1,901	$435.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.