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MACRO WEALTH MANAGEMENT, INC.
CRD 143382
6915 N. KNOXVILLE AVENUE, UPPER LEVEL SUITE B, PEORIA, IL, 61614, United States
Phone
309-689-8481
Fax
309-689-8482
Registration
— (—)
Source
State registered
Total AUM
$74.8M
Discretionary AUM
$74.8M
Team
4 total employees; 4 advisory reps; 47 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees; SOLICITOR/REFERRAL FEES
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $25.3M |
| High net worth individuals | 63 | $43.4M |
| Pension/profit sharing plans | 9 | $3.6M |
| Corporations/business entities | 14 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD