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Mcalvany Wealth Management, LlLP (Durango)


Mcalvany Wealth Management, LlLP is a large advisory firm based in Durango. It manages $128.43 million of regulatory assets for 454 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Arizona, California, and 16 other states.

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Mcalvany Wealth Management, L provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcalvany Wealth Management, L: assets under management

The assets under management (AUM) of Mcalvany Wealth Management, LlLP is $128.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1327% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $128.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $282.88 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcalvany Wealth Management, LlLP for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Donald Stephen Mcalvany Trustee 1 Oct 1996 75% - 100% 324482
David Scott Mcalvany Trustee 1 Nov 2008 75% - 100% 4328592

Based in Durango

The principal office where Mcalvany Wealth Management, LlLP performs its advisory services is located at 858 Main Avenue, Durango, CO 81301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 866-211-8970 or by fax 970-403-1209. The normal business hours are 8 am-5 pm on Monday - Friday. You can find more information about the New York firm at www.mwealthm.com.


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