Desmond
Dimond

Maia Wealth

CRD#6283128
Investment Advisor
in Denver, CO

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About this Advisor

Desmond Dimond is a financial advisor based in Denver, Colorado, working with Maia Wealth. Desmond has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Maia Wealth, LLC, Mml Investors Services LLC, and Massmutual Life Insurance Company. Desmond has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Desmond 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1401 17 St Suite 850
Denver, CO 80202

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Maia Wealth Brokerage Details

Total Assets Under Management

$392,454,443

CO Average: $2,349,664,866
Total Number of Employees

30

CO Average: 28
Total Number of Accounts

2,555

CO Average: 1,101
Average Account Size

$153,603

CO Average: $2,134,119

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

Desmond Dimond Work History

2017 - Present (7 years)

Maia Wealth, LLC

2015 - 2018 (3 years)

Mml Investors Services LLC

2015 - 2018 (3 years)

Massmutual Life Insurance Company

2014 - 2015 (1 year)

Northwestern Mutual Life Insurance Company

2013 - 2015 (2 years)

Northwestern Mutual Investment Services LLC

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Disclosures

Please visit the SEC profile of Desmond Dimond 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

Ethan Ogden
Villa Park, IL
Anne Kiser
Denver, CO
Ramon Aguirre
Arlington, TX
John Hoover
Denver, CO
David Owens
Denver, CO
Jacob Jaegle
Denver, CO
Lane Stamper
Denver, CO
Christopher Barker
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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