MCALVANY WEALTH MANAGEMENT, LLC

DURANGO, Colorado·4 registered advisors·CRD# 146021

SEC# 801-711240866-211-8970

01

Firm Overview

AUM

$92M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at MCALVANY WEALTH MANAGEMENT, LLC

4 registered advisors

Benjamin Charles Frihauf

DURANGO, Colorado

David Scott Mcalvany

DURANGO, Colorado

Donald Stephen Mcalvany

DURANGO, Colorado

Robert Keith Draper

DURANGO, Colorado

05

Office Locations

DURANGO, Colorado

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Data sourced from SEC Form ADV filings. MCALVANY WEALTH MANAGEMENT, LLC (CRD# 146021) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.