SEC-Registered Investment Adviser
Mcalvany Wealth Management, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 2, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 11, 2010
- Principal office
- 166 Turner Dr, Durango, CO 81301
- Organized as
- Limited Liability Company, CO
- Fiscal year end
- December
- Website
- mcalvany.com/wealth
Scale
- Regulatory AUM
- $224.2M
- Discretionary / non-discretionary
- $217.9M / $6.3M
- Accounts
- 664
- Clients
- 0
- Employees
- 5, 5 in advisory roles
- Client assets in custody
- $46.9M (97 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients and selection of other advisers
- Compensated by
- a percentage of assets under management
- Client types
- individuals (other than high net worth) (650); other investment advisers (7); corporations or other businesses (7)
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 2, 2026). Item 11 covers the firm and its advisory affiliates.
Platform this firm advises for
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.