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 a privately held advisory firm organized as an LLC and registered with the SEC since 2010. The firm acts as a capital allocator for both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the selection of external advisers. Mcalvany does not self-identify as an active ESG investor and is not registered as a multi-state or pension consultant 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
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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