Mcalvany Wealth Management, LLC

Mcalvany Wealth Management, LLC (CRD# 146021) is a financial advisory firm headquartered in Durango, CO. They manage $71,890,000 in 405 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $177,506
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, ID, IL, IN, LA, ME, MI, MN, MT, NC, NY, OH, OK, OR, PA, TX, VA, WA

Financial Advisors at Mcalvany Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David H. Burgess
CRD#: 2423484
166 Turner Drive, Suite 100, Durango, CO 81303
93
Wealthminder
score

David Burgess (CRD# 2423484) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 23 years of experience in the finance industry.

2
David S. McAlvany
CRD#: 4328592
166 Turner Drive, Suite 100, Durango, CO 81303
93
Wealthminder
score

David McAlvany (CRD# 4328592) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 16 years of experience in the finance industry.

3
Donald S. McAlvany
CRD#: 324482
166 Turner Drive, Suite 100, Durango, CO 81303
93
Wealthminder
score

Donald McAlvany (CRD# 324482) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 28 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.