Mcalvany Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durango, CO. Its latest Form ADV filing, dated March 10, 2026, reports $224M in regulatory assets under management, 5 employees, and 664 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.9% of total clients.
Top client categories% of clientsClients
1
Individuals
97.9%
650
2
Other Advisers
1.1%
7
3
Corporations
1.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$224Mas of March 10, 2026
Discretionary97.2%
$218M
97% of total RAUM97.2%
Non-discretionary2.8%
$6M
3% of total RAUM2.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$224M
Total Accounts664
10Y AUM Change+$168M (+295.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee133:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.