Trevor John Hougardy
Investment adviser representative at Maia Wealth
6 yearsExperience
1 stateRegistered in
$973MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Maia Wealth, LLCAug 2020 to now
- Costar/ Apartments.comApr 2014 to now
- Colorado Wealth Group, LLCAug 2020 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CO).
Maia Wealth
Legal name: Maia Wealth, LLC
$973MAssets managed
2,148Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7280874
- Firm CRD
- 292817