Advisor at Lariat Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lariat Wealth Management
Location
Denver, CO 80111
Credentials
CFA®, Series 63
Industry experience
10 years
Maia Babbs is a CFA charterholder and holds a Series 63 license, with 10 years of industry experience. She has worked at Lariat Wealth Management since 2021 and previously spent six years at Obermeyer Wood Investment Counsel. Lariat Wealth Management is an independent, state-registered investment adviser based in Denver that provides discretionary portfolio management and integrated financial planning for individual clients, including high-net-worth households. The firm manages approximately $33 million using firm-developed model portfolios and a long-term, fundamental analysis approach across equities, fixed income, mutual funds, and ETFs.
$0 - $4,999,999: 1.00% $5,000,000 - $19,999,999: 0.75% $20,000,000+: 0.50%
Account minimum: $1,000,000
7887 E. Belleview Avenue, Suite 1100
Denver, CO 80111
Colorado · Texas
Lariat Wealth Management, LLC
2021 - Present (5 years)
Obermeyer Wood Investment Counsel
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Denver, CO
True Riches Financial Planning
Series 63, Series 66
Parker, CO
Elite Wealth Management
CFP®, Series 63, Series 65, Series 66
Denver, CO
46 North Financial
Series 63, Series 65
Denver, CO
Skidmore Advisory Services, Inc.
CFP®, Series 65
Greenwood Village, CO
Sample Financial Solutions, LLC
CFP®, Series 66
Centennial, CO
Financial Solution Advisors Corp.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")