Mcalvany Wealth Management, LLC

Colorado
Registered In
01/10/1990
Incorp. Date

Company Summary

Mcalvany Wealth Management, LLC at 166 Turner Dr, Durango, Co 81303 lists Ron Hunn of Durango, CO.

Registered In
Colorado
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Good Standing
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Ron Hunn Registered Agent
166 TURNER DR, DURANGO, CO 81303 (View Past Addresses)
166 TURNER DR, DURANGO, CO 81303 View Map

Financial Information for Mcalvany Wealth Management, LLC

Form 5500

MCALVANY WEALTH MANAGEMENT, LLC

166 Turner Drive, Durango, Co 81301 (970) 259-4100 EIN:84-1129256 Plan Admin:Ron A Hunn
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMWM RETIREMENT TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$296,349 / $339,551 2023 MWM RETIREMENT TRUST - Plan #001 9 / 9 $296,349 / $339,551
2022 Plan NameMWM RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$367,227 / $296,349 2022 MWM RETIREMENT TRUST - Plan #001 7 / 8 $367,227 / $296,349
2021 Plan NameMWM RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$399,225 / $367,227 2021 MWM RETIREMENT TRUST - Plan #001 7 / 7 $399,225 / $367,227
2020 Plan NameMWM RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$382,720 / $399,225 2020 MWM RETIREMENT TRUST - Plan #001 7 / 7 $382,720 / $399,225
2019 Plan NameMWM RETIREMENT TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$230,458 / $382,720 2019 MWM RETIREMENT TRUST - Plan #001 7 / 7 $230,458 / $382,720
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Colorado Secretary of State U.S. Department of Labor
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