MCALVANY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$224,230,606
Discretionary
$217,901,342
Non-discretionary
$6,329,264
Firm details
- CRD number
- 146021
- SEC file number
- 801-71124
- Main office
- DURANGO, CO, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://mcalvany.com/wealth/
- Fee structure
-
Percentage of AUM
As of October 2026.