David McAlvany has been General Partner/Trustee of David S. McAlvany Irrevocable Trust of McAlvany Wealth Management since August 2011, is a control person of the firm and directly owns between 50% and 75% of it. David McAlvany studied at Biola University.
McAlvany Wealth Management, LLC is a Durango, CO firm with $224M under management, 664 clients and 5 advisers in one office, as of its September 2026 filing.
David McAlvany is CEO and MAPS Portfolio Manager of MWM. He has served as CEO of the McAlvany Financial Group since 2008, began portfolio management with Morgan Stanley during the 2000 and 2001 tech crisis, and founded MWM in 2008. In 2017, partnering with Doug Noland, Tactical Short was launched as a hedging strategy. He oversees four portfolio styles (MAPS) and is the author of Intentional Legacy.
- – present · 18 yearsDurango, CO · Adviser representative · Firm CRD 146021
Investment adviser representative registrations
David McAlvany is registered as an investment adviser representative in 2 states. The first approvals date from May 2008; the most recent is Texas, in June 2008.
- ColoradoSince 23 May 2008
- TexasSince 9 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 May 2008 |
| Series 66 | Uniform Combined State Law Examination | 16 March 2001 |
| Series 31 | Futures Managed Funds Examination | 28 February 2001 |
| Series 7 | General Securities Representative Examination | 6 February 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Full name
- David Scott McAlvany
- CRD
- 4328592
- Firm
- McAlvany Wealth Management · CRD 146021
- Role
- General Partner/Trustee of David S. McAlvany Irrevocable Trust
- Office
- 166 TURNER DRIVE, SUITE 100, Durango, CO 81303
- Registration
- Investment adviser registration
- In the industry since
- May 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcalvany.com
Where does David McAlvany work?
David McAlvany has been General Partner/Trustee of David S. McAlvany Irrevocable Trust of McAlvany Wealth Management, LLC since August 2011, and is a control person of the firm.
Is David McAlvany a financial advisor?
Yes. David McAlvany has a current investment-adviser registration in Colorado and Texas, through McAlvany Wealth Management since May 2008.
How many years of experience does David McAlvany have?
David McAlvany has 18 years in the financial industry, since May 2008, across 1 adviser firm.
What exams has David McAlvany passed?
David McAlvany has passed 4 licensing exams: the Series 7, Series 31, Series 66 and Series 65. The earliest, the Series 7, was passed in February 2001.
Where is David McAlvany based?
David McAlvany’s registered office is in Durango, CO.
Is David McAlvany registered with FINRA?
No. David McAlvany has no current broker registration.
How can I verify David McAlvany’s record?
Search CRD 4328592 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David McAlvany’s full registration record.
