Alex
Moorhead
Maia Wealth
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About this Advisor
Alex Moorhead is a financial advisor based in Denver, Colorado, working with Maia Wealth. Alex has previously held positions at Maia Wealth, Top Biomechanics LLC, Politecnico Di Milano, University Of Milan, and the United States Olympic Committee. Alex has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Alex is part of Maia Wealth, which operates out of Denver, Colorado. The firm has 4 offices and 30 employees. The firm manages assets totaling $392.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Maia Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
$392,454,443
30
2,555
$153,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alex Moorhead Work History
Maia Wealth
Top Biomechanics LLC
Politecnico Di Milano
University Of Milan
United States Olympic Committee
Disclosures
Please visit the SEC profile of Alex Moorhead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Maia Wealth
Denver, CO
Denver, CO
Villa Park, IL
Denver, CO
Denver, CO
Arlington, TX
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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