# Macro Wealth Advisors

Macro Wealth Advisors is a RIA based in Plano.

## Overview

- **Organization type:** RIA
- **Headquarters:** Plano
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** macro-wealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/macro-wealth-advisors

## Regulatory record

- **CRD number:** 127586
- **SEC file number:** 801-69057
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127586

## About

Macro Wealth Advisors is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. They help people make better financial decisions through planning, investing, and insurance services. They build, manage, and maintain custom portfolios and act as fiduciaries who are not tied to any single company.

## Questions

### Who runs investment decisions at Macro Wealth Advisors?

No named principals are associated with the firm in public records. SEC investment-adviser registration, state business filings, and professional networking data do not link any individual to the entity in a decision-making capacity as of the current research cycle.

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Last updated: 2026-08-11T15:07:19.634Z

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