← Directory
MCALVANY WEALTH MANAGEMENT, LLC
CRD 146021File 801-71124
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$224.2M
Below cohort median (national)
Discretionary AUM
$217.9M
Non-discretionary $6.3M
Clients
664
664 accounts
Employees
5
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 11, 2010
- Principal office
- 166 TURNER DR, DURANGO, CO, 81301
- Phone
- 866-211-8970
- Website
- https://mcalvany.com/wealth/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $224.2M
- Discretionary AUM
- $217.9M
- Non-discretionary AUM
- $6.3M
- Discretionary accounts
- 648
- Non-discretionary accounts
- 16
- Total accounts
- 664
- AUM per client
- $338K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $3.8M |
| Other investment advisers | 7 | $2.9M |
| Individuals (other than high net worth individuals) | 650 | $217.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.