MCALVANY WEALTH MANAGEMENT, LLC
CRD #146021 SEC #801-71124 DURANGO, CO 866-211-8970
SEC Registered
Total AUM
$137.1M
Discretionary
$134M
Employees
7
Clients
--
Accounts
560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $137.1M | $134M | $3M | 7 | 0 |
| Mar 2025 | $137.1M | $134M | $3M | 7 | 0 |
| Jul 2024 | $91.9M | $88.9M | $3.1M | 6 | 0 |
| Apr 2024 | $91.9M | $88.9M | $3.1M | 6 | 0 |
| Mar 2024 | $91.9M | $88.9M | $3.1M | 6 | 0 |
| Dec 2023 | $78M | $75.3M | $2.6M | 6 | 0 |
| Aug 2023 | $78M | $75.3M | $2.6M | 6 | 0 |
| Mar 2023 | $78M | $75.3M | $2.6M | 6 | 0 |
| Feb 2022 | $68.4M | $65.1M | $3.3M | 7 | 0 |
| Mar 2021 | $59.9M | $57.7M | $2.2M | 6 | 0 |
| Jun 2020 | $44.3M | $43.2M | $1.1M | 4 | 0 |
| Mar 2020 | $44.3M | $43.2M | $1.1M | 4 | 0 |
| Sep 2019 | $41.9M | $41.9M | $0 | 5 | 0 |
| Mar 2019 | $41.9M | $41.9M | $0 | 5 | 0 |
| Jan 2019 | $41.9M | $40.9M | $965.5K | 5 | 0 |
| Mar 2018 | $49.9M | $49.9M | $0 | 5 | 0 |
| May 2017 | $62.7M | $62.7M | $0 | 5 | 200 |
| May 2017 | $62.7M | $62.7M | $0 | 5 | 200 |
| Apr 2017 | $62.7M | $62.7M | $0 | 5 | 200 |
| Mar 2017 | $56.6M | $56.6M | $0 | 5 | 200 |
| Mar 2017 | $71.9M | $71.9M | $0 | 4 | 200 |
| Jan 2017 | $71.9M | $71.9M | $0 | 4 | 200 |
| Mar 2016 | $71.9M | $71.9M | $0 | 4 | 200 |
| Mar 2015 | $90.8M | $90.8M | $0 | 4 | 200 |
| Mar 2014 | $91.4M | $91.4M | $0 | 4 | 300 |
| Mar 2013 | $123.1M | $123.1M | $0 | 4 | 200 |
| Mar 2013 | $123.1M | $123.1M | $0 | 4 | 200 |
| Mar 2012 | $128.4M | $128.4M | $0 | 1 | 200 |
| Mar 2010 | $36.8M | $36.8M | $0 | 5 | -- |
DateNov 2025
Total AUM$137.1M
Discretionary$134M
Non-Disc.$3M
Employees7
Clients0
DateMar 2025
Total AUM$137.1M
Discretionary$134M
Non-Disc.$3M
Employees7
Clients0
DateJul 2024
Total AUM$91.9M
Discretionary$88.9M
Non-Disc.$3.1M
Employees6
Clients0
DateApr 2024
Total AUM$91.9M
Discretionary$88.9M
Non-Disc.$3.1M
Employees6
Clients0
DateMar 2024
Total AUM$91.9M
Discretionary$88.9M
Non-Disc.$3.1M
Employees6
Clients0
DateDec 2023
Total AUM$78M
Discretionary$75.3M
Non-Disc.$2.6M
Employees6
Clients0
DateAug 2023
Total AUM$78M
Discretionary$75.3M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2023
Total AUM$78M
Discretionary$75.3M
Non-Disc.$2.6M
Employees6
Clients0
DateFeb 2022
Total AUM$68.4M
Discretionary$65.1M
Non-Disc.$3.3M
Employees7
Clients0
DateMar 2021
Total AUM$59.9M
Discretionary$57.7M
Non-Disc.$2.2M
Employees6
Clients0
DateJun 2020
Total AUM$44.3M
Discretionary$43.2M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2020
Total AUM$44.3M
Discretionary$43.2M
Non-Disc.$1.1M
Employees4
Clients0
DateSep 2019
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients0
DateJan 2019
Total AUM$41.9M
Discretionary$40.9M
Non-Disc.$965.5K
Employees5
Clients0
DateMar 2018
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients200
DateMay 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients200
DateApr 2017
Total AUM$62.7M
Discretionary$62.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$56.6M
Discretionary$56.6M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees4
Clients200
DateJan 2017
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2016
Total AUM$71.9M
Discretionary$71.9M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$90.8M
Discretionary$90.8M
Non-Disc.$0
Employees4
Clients200
DateMar 2014
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2013
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients200
DateMar 2010
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--