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, SEC-registered investment adviser (registered in 2010) operating as a limited liability company. The firm serves both individual and family clients as well as institutional and business clients, charging fees based on a percentage of assets under management. Its advisory mandate centers on discretionary portfolio management for individuals, small businesses and institutions, and it also engages third-party manager selection as part of its offering. Mcalvany identifies as a capital allocator rather than a purely execution-focused adviser and does not classify itself as an active ESG investor.
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
1 of 1
David Mcalvany
CEOCRD 4328592
Contacts
1 of 1
Robert Draper
Client Portfolio ManagerCRD 1707864
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$31.1M in ETFs
100%
$31.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD MINISHARES TRUST (GLDM) | State Street | Passive | Commodities Focused | $11M | 137,885 | 35.22% |
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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