Matthew
Tamanaha
Maia Wealth
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About this Advisor
Matthew Tamanaha is a financial advisor based in Denver, Colorado who has 1 year of relevant experience. Tamanaha is an advisor for Maia Wealth. Tamanaha has gained experience at Maia Wealth, Western Colorado University and Unemployed Minor. Tamanaha has a Series 65 license, designating them as an investment advisor representative, and can advise clients in Colorado. Maia Wealth is an advisory firm operating out of Denver, CO. The company has offices in seven locations and a total of 29 advisors. It oversees $214 million in assets across its 1,972 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,972 customer accounts, 23% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company performs a wide array 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. Financial management fee schedules usually are based on which service is provided. Fees billed by Maia Wealth can be 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
$213,541,601
29
1,972
$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
Matthew Tamanaha Work History
Matthew has been registered as a financial advisor for 1 years.*
Maia Wealth
Western Colorado University
Unemployed Minor
*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 Matthew Tamanaha 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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