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McAlvany Wealth Management
MCALVANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2010. The firm manages $224 million in assets, $218...
Overview
MCALVANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in DURANGO, CO, registered since 2010. The firm manages $224 million in assets, $218 million on a discretionary basis. It employs 5 employees and 5 investment advisers.
General information
Firm type
RIA
Year founded
1970
Location
Region
North America
Country
United States
City
Durango
Corporate office
Durango, CO, United States
Principals
David McAlvany
CEO
Don McAlvany
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at McAlvany Wealth Management?
David McAlvany serves as CEO and oversees investment decisions. He took the helm from his father Don McAlvany, who founded the firm in the 1970s and built its focus on precious metals and geopolitical risk. The office operates with a lean team based in Durango.
Does McAlvany Wealth Management invest only in precious metals?
While precious metals are a core focus, the firm also allocates to real estate, natural resource equities, and select private equity and venture capital opportunities. The stated posture is value-oriented and contrarian, emphasizing capital preservation across asset classes.
What is McAlvany Wealth Management's known geographic investment focus?
The firm's investments are primarily domestic US, with additional exposure to Canadian and Australian natural resource plays. Real estate holdings are concentrated in the Four Corners region of the southwestern US.
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