Mcalvany Wealth Management, LLC
Mcalvany Wealth Management, LLC is an SEC-registered mass-market adviser in Durango, CO with $224.2M assets under management (AUM, regulatory AUM), +64% over one year. See who owns Mcalvany Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146021, SEC 801-71124, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $224.2M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Durango, CO
- Employees
- 5
- Clients
- 657
- CRD
- 146021
- Ownership
- FRIHAUF, BENJAMIN, CHARLES; MCALVANY, DAVID, SCOTT; MCALVANY, DONALD, STEPHEN; DAVID S. MCALVANY IRREVOCABLE TRUST; EASTERN AMERICAN TRUST
How much AUM does Mcalvany Wealth Management, LLC have?
Mcalvany Wealth Management, LLC reported $224.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Mcalvany Wealth Management, LLC?
Disclosed owners and executives of Mcalvany Wealth Management, LLC include FRIHAUF, BENJAMIN, CHARLES, MCALVANY, DAVID, SCOTT, MCALVANY, DONALD, STEPHEN, DAVID S. MCALVANY IRREVOCABLE TRUST, EASTERN AMERICAN TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.