# 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.

- CRD: 146021
- Filed as: MCALVANY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Durango, CO
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146021
- AdvisorCensus page: https://advisorcensus.com/firm/mcalvany-wealth-management-llc-durango-co-146021

## Quick answers

**How 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.

**How much does McAlvany Wealth Management, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- 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

> 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)

> 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

> Further, there are no minimum fee requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $224,230,606
- Discretionary: $217,901,342
- Non-discretionary: $6,329,264

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 650 | $217,559,748 |
| Other investment advisers | 7 | $2,915,725 |
| Corporations or other businesses not listed above | 7 | $3,755,133 |

### 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)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, ID, IN, LA, MI, MN, NC, NH, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcalvany.com/wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $59,933,011 | 6 | March 16, 2021 |
| October 2022 | $68,432,738 | 7 | February 27, 2022 |
| October 2023 | $77,964,402 | 6 | August 18, 2023 |
| October 2024 | $91,932,201 | 6 | July 27, 2024 |
| October 2025 | $137,072,424 | 7 | March 28, 2025 |
| October 2026 | $224,230,606 | 5 | September 2, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McAlvany Wealth Management, LLC (CRD 146021): Form ADV filing data as of October 2026.