Chief Compliance Officer · McAlvany Wealth Management, LLC
Robert K. Draper
CRD 1707864 · Named on Form ADV at one SEC-registered adviser
At a glance
McAlvany Wealth Management, LLC, an SEC-registered wealth manager based in Durango, CO with $224 million in regulatory assets, lists Robert K. Draper on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- McAlvany Wealth Management, LLCChief Compliance OfficerWealth manager · Durango, CO · $224M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David S. McAlvanyGeneral Partner/trustee of David S. McAlvany Irrevocable Trust, McAlvany Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.