Maia Babbs
Lariat Wealth Management · Denver, Colorado
Maia Babbs is a fee-only financial advisor at Lariat Wealth Management in Denver, Colorado, who holds the CFA credential. Maia charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Lariat Wealth Management |
|---|---|
| Based in | Denver, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $37.7M across 60 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, TX · CRD 4154898 |
| Exams passed | Series 63 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.lariatwealth.com |
| Profile |
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Questions about Maia
Is Maia Babbs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maia holds no broker registration, and Lariat Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maia charge for financial advice?
Maia charges a percentage of assets.
Where is Maia Babbs based?
Maia Babbs is based in Denver, Colorado.
What does Maia specialize in?
Maia's specialties include retirement planning, estate & legacy planning and tax planning. Maia works with retirees, pre-retirees and mid-life transitions.
What credentials does Maia Babbs hold?
Maia Babbs holds the CFA credential.
Is Maia Babbs registered with the SEC?
Yes. Maia Babbs is registered as an investment adviser representative in CO and TX (CRD 4154898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lariat Wealth Management manage?
Lariat Wealth Management reports $37.7M across 60 accounts in assets under management.
How do I contact Maia Babbs?
Through Maia's website, www.lariatwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lariat Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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