Mcalvany Wealth Management, LLC

Mcalvany Wealth Management, LLC (CRD# 146021) is a financial advisory firm headquartered in Durango, CO. They manage $59,933,011 in 341 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $175,757
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

AZ, CA, CO, FL, GA, ID, LA, MT, NC, NE, OH, OR, TN, TX, VA, WA

Financial Advisors at Mcalvany Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert K. Draper
CRD#: 1707864
166 Turner Dr, Suite 201, Durango, CO 81303

Robert Draper (CRD# 1707864) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 17 years of experience in the finance industry.

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

David McAlvany (CRD# 4328592) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 20 years of experience in the finance industry.

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

Donald McAlvany (CRD# 324482) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 32 years of experience in the finance industry.

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