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MCALVANY WEALTH MANAGEMENT, LLC
CRD 146021File 801-71124
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 560 | 664 | increased by104 |
| Apr 1, 2026 | AUM | $137,072,424 | $224,230,606 | increased by$87,158,182 |
| Apr 1, 2026 | Accounts | 560 | 664 | increased by104 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 245 | 560 | increased by315 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $68,432,738 | $137,072,424 | increased by$68,639,686 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 245 | 560 | increased by315 |
| Mar 1, 2022 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2022 | Clients | 341 | 245 | decreased by96 |
| Mar 1, 2022 | AUM | $59,933,011 | $68,432,738 | increased by$8,499,727 |
| Mar 1, 2022 | Accounts | 341 | 245 | decreased by96 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCALVANY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCALVANY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.