AdvisorCensus / Financial advisors / Colorado / McAlvany Wealth Management, LLC
McAlvany Wealth Management, LLC is an SEC-registered investment advisory firm in Durango, CO, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.
Quick answers
From the filingHow is McAlvany Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), McAlvany Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.
What does McAlvany Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Up to $750,000: 1.5% a year; $750,001 to $1,500,000: 1.25% a year; $1,500,001 to $5,000,000: 1% a year; $5,000,001 to $10,000,000: 0.85% a year; Above $10,000,000: 0.7% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is McAlvany Wealth Management, LLC located?
McAlvany Wealth Management, LLC's principal office is in Durango, CO, according to its Form ADV.
Is McAlvany Wealth Management, LLC registered with the SEC or a state?
McAlvany Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 146021.
How much does McAlvany Wealth Management, LLC manage?
McAlvany Wealth Management, LLC reports $224,230,606 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (97% discretionary).
How have McAlvany Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for McAlvany Wealth Management, LLC: Regulatory assets under management: $59,933,011 in the October 2021 data and $224,230,606 in the October 2026 data, up 274%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does McAlvany Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (650); other investment advisers (7); corporations or other businesses not listed above (7).
Which custodians does McAlvany Wealth Management, LLC use?
McAlvany Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does McAlvany Wealth Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146021
Does McAlvany Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 9, 2026 says: "A minimum of $350,000 of assets under management is required to open an individual portfolio management account with MWM. This minimum account size may be negotiable under certain circumstances."
What changed in McAlvany Wealth Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $137,072,424 to $224,230,606 (+64%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $750,000 | 1.5% |
| $750,001 to $1,500,000 | 1.25% |
| $1,500,001 to $5,000,000 | 1% |
| $5,000,001 to $10,000,000 | 0.85% |
| Above $10,000,000 | 0.7% |
The brochure's wording
The annual fee for our individual portfolio management service is charged as a percentage of assets under management with MWM according to the following schedules:
0 - $750,000 1.50 %
$750,001 - $1,500,000 1.25 %
$1,500,001 - $5,000,000 1.00 %
$5,000,001 - $10,000,000 0.85 %
Greater than: $10,000,000 0.70 %
Account minimum: $350,000 (the brochure says it may be waived or negotiated)
The brochure's wording
A minimum of $350,000 of assets under management is required to open an individual portfolio management account with MWM. This minimum account size may be negotiable under certain circumstances.
Minimum annual fee: None
The brochure's wording
Further, there are no minimum fee requirements.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$224,230,606 as of October 2026, filing dated September 2, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2010 (16 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
23 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $224,230,606 | 5 | September 2, 2026 |
| October 2025 | $137,072,424 | 7 | March 28, 2025 |
| October 2024 | $91,932,201 | 6 | July 27, 2024 |
| October 2023 | $77,964,402 | 6 | August 18, 2023 |
| October 2022 | $68,432,738 | 7 | February 27, 2022 |
| October 2021 | $59,933,011 | 6 | March 16, 2021 |
Regulatory assets under management: $59,933,011 in the October 2021 data and $224,230,606 in the October 2026 data, up 274%.
Total employees: 6 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $137,072,424 to $224,230,606 (+64%).
- January 2026
- No longer registered or notice-filed in AK, HI, IA, IL, KS, MT, NE, SC.
- December 2025
- Registered or notice-filed in NH.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. McAlvany Wealth Management, LLC (CRD 146021): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mcalvany-wealth-management-llc-durango-co-146021