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MCALVANY WEALTH MANAGEMENT, LLC
CRD 146021 · SEC 801-71124
166 TURNER DR, DURANGO, CO, 81301, United States
Phone
866-211-8970
Fax
970-403-1209
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$224.2M
Discretionary AUM
$217.9M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 650 | $217.6M |
| Other investment advisers | 7 | $2.9M |
| Corporations/business entities | 7 | $3.8M |
States served
AL, AZ, CA, CO, GA, ID, IN, LA, MI, MN, NM, NY, NC, OH, OR, PA, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD