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| McAlvany Wealth Management LLC
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|---|---|
| CRD # | 146021 |
| SEC # | 801-71124 |
| CIK # | 0002123857 |
| AUM | 224.2 M (2026-03-10) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 866-211-8970 |
| Address | 166 Turner Dr Durango, CO 81301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 14.2 | ||
| Royal Gold Inc | 11.8 | ||
| iShares Silver Trust | 9.6 | ||
| Conocophillips | 6.4 | ||
| Range Resources Corp | 6.4 | ||
| Agnico Eagle Mines Ltd | 6.2 | ||
| Franco Nevada Corp | 5.5 | ||
| SPDR Gold Trust | 5.1 | ||
| Triple Flag Precious Metals Corp | 4.9 | ||
| Alamos Gold Inc | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 217.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 7 | 2.9 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 664 | 224.2 |
| By Discretionary | ||
| Discretionary | 648 | 217.9 |
| Non-Discretionary | 16 | 6.3 |
| Total | 664 | 224.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 224.2 | |
| Total | 664 | 224.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002123857] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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