Overview
Assets Under Management: $137 million
Headquarters: DURANGO, CO
Frequently Asked Questions
MCALVANY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146021), MCALVANY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MCALVANY WEALTH MANAGEMENT, LLC is headquartered in DURANGO, CO.
According to their SEC Form ADV, MCALVANY WEALTH MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
MCALVANY WEALTH MANAGEMENT, LLC manages $137 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, MCALVANY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Total Client Accounts: 560
Discretionary Accounts: 545
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 146021
Filing ID: 1972196
Last Filing Date: 2025-03-28 17:17:00
Website: https://mwealthm.com