MCALVANY WEALTH MANAGEMENT, LLC

MCALVANY WEALTH MANAGEMENT, LLC of DURANGO, CO is an SEC-registered investment adviser (CRD 146021). Regulatory assets under management: $224.2M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (8)

NameRoleLocation
Robert Keith DraperCHIEF COMPLIANCE OFFICER
David Scott McalvanyGENERAL PARTNER/TRUSTEE OF DAVID S. MCALVANY IRREVOCABLE TRUST; TRUSTEE
MCALVANY DAVID SCOTTGENERAL PARTNER; GENERAL PARTNER/TRUSTEE OF DAVID S. MCALVANY IRREVOCABLE TRUST; PRESIDENT (+2 more)
MCALVANY DONALD STEPHENGENERAL PARTNER/TRUSTEE OF EASTERN AMERICAN TRUST; LIMITED PARTNER; TRUSTEE (+1 more)
FRIHAUF BENJAMIN CHARLESCHIEF COMPLIANCE OFFICER/VICE PRESIDENT
Theodore George MonsourCHIEF COMPLIANCE OFFICER
MONSOUR THEODORE GEORGECHIEF COMPLIANCE OFFICER
DRAPER ROBERT KEITHCHIEF COMPLIANCE OFFICER

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