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  5. McAlvany Wealth Management, LLC

McAlvany Wealth Management, LLC

Company Details

Name: McAlvany Wealth Management, LLC
Jurisdiction: Colorado
Legal type: Domestic limited liability company
Status: Good Standing
Date of registration: 10 Jan 1990 (35 years ago)
Entity Number: 19901001755
ZIP code: 81303
County: La Plata County
Place of Formation: COLORADO
Principal Address: 166 Turner Dr Durango CO 81303 US

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MWM RETIREMENT TRUST 2023 841129256 2024-07-23 MCALVANY WEALTH MANAGEMENT, LLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 166 TURNER DRIVE, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2024-07-23
Name of individual signing RON A HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2022 841129256 2023-07-03 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 166 TURNER DRIVE, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2023-07-03
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2021 841129256 2022-08-05 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 166 TURNER DRIVE, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2022-08-05
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2020 841129256 2021-07-06 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 166 TURNER DRIVE, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2021-07-06
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2019 841129256 2020-07-16 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 166 TURNER DRIVE, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2020-07-16
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2018 841129256 2019-07-01 MCALVANY WEALTH MANAGEMENT, LLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 858 MAIN AVE STE 201, DURANGO, CO, 81301

Signature of
Role Plan administrator
Date 2019-07-01
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2017 841129256 2018-07-17 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 858 MAIN AVE., STE. 201, DURANGO, CO, 81303

Signature of
Role Plan administrator
Date 2018-07-17
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2016 841129256 2017-07-25 MCALVANY WEALTH MANAGEMENT, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 858 MAIN AVE., STE. 201, DURANGO, CO, 81303

Signature of
Role Plan administrator
Date 2017-07-25
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2015 841129256 2016-07-23 MCALVANY WEALTH MANAGEMENT, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 858 MAIN AVE., STE. 201, DURANGO, CO, 81303

Signature of
Role Plan administrator
Date 2016-07-23
Name of individual signing RON HUNN
Valid signature Filed with authorized/valid electronic signature
MWM RETIREMENT TRUST 2014 841129256 2015-06-19 MCALVANY WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2013-04-01
Business code 541600
Sponsor’s telephone number 9702594100
Plan sponsor’s address 858 MAIN AVE., STE. 201, DURANGO, CO, 81303

Signature of
Role Plan administrator
Date 2015-06-19
Name of individual signing RONN HUNN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-06-19
Name of individual signing RONN HUNN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Ron Hunn Agent 166 Turner Dr Durango CO 81303 US

Transaction History

Transaction ID Type Date Effective date Name Comment
20241681348 File Report 2024-06-25 2024-06-25 No data Principal address changed, Change in registered agent information
20231790400 Combined Statement of Conversion and Articles of Organization 2023-07-27 2023-07-27 McAlvany Wealth Management, LLC Converted from Foreign Limited Liability Company to Domestic Limited Liability Company.Removed entity mailing address;Removed agent mailing address;
20221740288 File Report 2022-07-28 2022-07-28 No data No data
20218008186 File Report 2021-10-24 2021-10-24 No data No data
20201913064 File Report 2020-10-24 2020-10-24 No data No data
20191596855 File Report 2019-07-24 2019-07-24 No data Change of Registered Agent Address / Change of Entity Address
20181651851 Statement Curing Delinquency 2018-08-21 2018-08-21 No data No data
20181651902 Statement of Conversion Converting a Domestic Entity into a Foreign Entity (Converting Entity on Record) 2018-08-21 2018-08-21 McAlvany Wealth Management, LLC Converted from Domestic Limited Liability Company to Foreign Limited Liability Company.
20181652110 Requalify Foreign Entity Authority 2018-08-21 2018-08-21 McAlvany Wealth Management, LLC No data
20171207002 Statement Curing Delinquency 2017-03-16 2017-03-16 No data No data

Related by officers

Ron Hunn

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Related by address

166 Turner Dr Durango CO 81303 US

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Date of last update: 13 Jan 2025

Sources: Colorado's Secretary of State

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