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MACRO WEALTH ADVISORS, INC.
MACRO FINANCIAL ADVISORS, INC
CRD 127586 · SEC 801-69057
3109 GILLESPIE RD., MCKINNEY, TX, 75072, United States
Phone
214-387-4647
Fax
214-272-2808
Registration
— (—)
Source
State registered
Total AUM
$20.8M
Discretionary AUM
$20.8M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.2M |
| High net worth individuals | 16 | $17.6M |
All web addresses on file
Official SEC filing: View on IAPD