Mcalvany Wealth Management, LLC

Mcalvany Wealth Management, LLC (CRD# 146021) is a financial advisory firm headquartered in Durango, CO. They manage $91,932,201 in 450 accounts and serve the financial needs of clients across 23 states (or territories).

Current Firm Details
166 Turner Dr, Durango, CO 81303
https://mcalvany.com/wealth/
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $204,294
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, ID, IN, KS, LA, MN, MT, NC, NE, NM, OH, OR, PA, TN, TX, VA, WA, WI

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

Robert Draper (CRD# 1707864) is an Investment Advisor Representative working at Mcalvany Wealth Management, LLC in Durango, CO and has over 19 years of experience in the finance industry.

2
David McAlvany, financial advisor Durango CO
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 23 years of experience in the finance industry.

3
Donald McAlvany, financial advisor Durango CO
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 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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