David
Owens
Maia Wealth
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About this Advisor
David Owens is a chartered financial consultant who works in Denver, Colorado who has 4 years of industry experience. Owens is an advisor for Maia Wealth. During their career, Owens has held roles at Ironclad Wealth Strategies, Acf Colorado, Massmutual Life Insurance Company, Mml Investors Services LLC, First American and Maia Wealth, LLC. Owens maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado and Texas. Maia Wealth is an advisory company based in Denver, CO. It has offices in seven locations and a total of 29 people on staff. It handles $214 million in total assets among its 1,972 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,972 customer accounts, 23% belong to high-net-worth clients who have greater than $1 million in investable assets. Maia Wealth performs a number of services, including 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. A financial advisor's fees vary depending on the financial services. Fee types billed by Maia Wealth likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$213,541,601
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
29
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,972
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$108,287
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
David Owens Work History
David has been registered as a financial advisor for 4 years.*
Maia Wealth, LLC
Massmutual Life Insurance Company
Mml Investors Services LLC
First American
Acf Colorado
Ironclad Wealth Strategies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Owens 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
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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