McAlvany Wealth Management, LLC
● SEC registered since 2010CRD 146021SEC# 801-71124Durango, CO
Reg. AUM
$224.2M
Employees
5
Accounts
664
Location
Durango, CO
About McAlvany Wealth Management
McAlvany Wealth Management specializes in hard-asset investment styles designed to fit client portfolio goals. It uses a management process built around hard-asset strategies and market analysis for investors seeking that focus.
Summary based on the firm’s website.
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 $224.2 million in regulatory assets under management and employs 5 people.
McAlvany Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David S. McAlvany Irrevocable Trust Control | Limited Partner | 25-50% | 2011 |
| David Scott McAlvany Control | General Partner/Trustee Of David S. Mcalvany Irrevocable Trust | 50-75% | 2011 |
| Robert Keith Draper Control | Chief Compliance Officer | Under 5% | 2018 |
| David Scott McAlvany Control | Trustee | Over 75% | 2008 |
Frequently asked questions
How much does McAlvany Wealth Management, LLC manage?
McAlvany Wealth Management, LLC reports $224.2 million in regulatory assets under management on its Form ADV.
How many employees does McAlvany Wealth Management, LLC have?
McAlvany Wealth Management, LLC reports 5 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
| Address | 166 Turner Dr, Durango, CO 81301 |
| Phone | 866-211-8970 |
| Fax | 970-403-1209 |
| Office hours | 8 a.m. To 4 p.m. Mountain Time |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$224.2M▲ 64%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$224.2Mregulatory AUM
Discretionary $217.9MNon-discretionary $6.3M