David S. McAlvany Irrevocable Trust is listed as Limited Partner at McAlvany Wealth Management, LLC in Durango, CO. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of McAlvany Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David S. McAlvany Irrevocable Trust work?
David S. McAlvany Irrevocable Trust is listed as Limited Partner at McAlvany Wealth Management, LLC on SEC Form ADV.
How much of McAlvany Wealth Management, LLC does David S. McAlvany Irrevocable Trust own?
Form ADV reports a beneficial ownership band of 25-50%.