Mcalvany Wealth Management, LLC
Firm details
- Headquarters
- Durango, Colorado
- CRD number
- 146021
- Registered since
- March 11, 2010
- Website
- mwealthm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals97.03%
- Corporations / Businesses1.67%
- Other Investment Advisers1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcalvany Wealth Management, LLC is an independent registered investment adviser organized as an LLC that provides fee-based wealth management primarily on a percentage-of-assets basis. The firm is SEC-registered (first registered in 2010) and acts as a capital allocator, serving both individual and family clients as well as institutional accounts. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third-party advisers. The firm is not identified as an active ESG investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- US Government Bonds30%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$35.1M in ETFs
100%
$35.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $11.4M | 138,170 | 32.32% |
Location
Durango, CO
La Plata
Location
Durango, CO
Headquartered in Durango, CO, in the West of the United States.
- Region
- West
- County
- La Plata
- Address
- 166 Turner Dr
- Time zone
- MT (UTC-7)
- Office locations
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