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MCALVANY WEALTH MANAGEMENT, LLC

DURANGO, CO · CRD 146021 · IAPD ↗ · mcalvany.com · 866-211-8970

$224.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — MCALVANY WEALTH MANAGEMENT, LLC now reports custody of client assets ($46.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
April 2026 — MCALVANY WEALTH MANAGEMENT, LLC reported RAUM up 64% ($137.1M -> $224.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — MCALVANY WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MCALVANY WEALTH MANAGEMENT, LLC notice-filed in AK, HI, IA, IL, MI, NY, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — MCALVANY WEALTH MANAGEMENT, LLC reported RAUM up 49% ($91.9M -> $137.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.