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McAlvany Wealth Management, LLC

● SEC registered since 2010CRD 146021SEC# 801-71124Durango, CO
Export (members)
Reg. AUM
$137.1M
Employees
7
Accounts
560
Location
Durango, CO

McAlvany Wealth Management, LLC assets under management

McAlvany Wealth Management, LLC is an investment advisory firm registered with the SEC based in Durango, CO. The firm has been registered since 2010. It reports $137.1 million in regulatory assets under management and employs 7 people.
mcalvany.com/wealthView on SEC.gov ↗

McAlvany Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
David S. McAlvany Irrevocable Trust ControlLimited Partner25-50%2011
David Scott McAlvany ControlGeneral Partner/Trustee Of David S. Mcalvany Irrevocable Trust50-75%2011
Robert Keith Draper ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does McAlvany Wealth Management, LLC manage?

McAlvany Wealth Management, LLC reports $137.1 million in regulatory assets under management on its Form ADV.

How many employees does McAlvany Wealth Management, LLC have?

McAlvany Wealth Management, LLC reports 7 employees.

Where is McAlvany Wealth Management, LLC located?

McAlvany Wealth Management, LLC is based in Durango, CO and has been SEC-registered since 2010.

Does McAlvany Wealth Management, LLC disclose fund performance?

McAlvany Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address166 Turner Dr, Durango, CO 81301
Phone866-211-8970
Fax970-403-1209
Office hours8 a.m. To 4 p.m. Mountain Time
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134M
Non-discretionary$3M
Total (RAUM)$137.1M