Updated:
MACRO WEALTH MANAGEMENT, INC.
MACRO WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in Peoria, IL. The firm manages approximately $75 million in regulatory assets.
MACRO WEALTH MANAGEMENT, INC.
MACRO WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in Peoria, IL. The firm manages approximately $75 million in regulatory assets. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who leads investment decisions at MACRO WEALTH MANAGEMENT?
No principals or investment decision-makers are named in public records. The firm's leadership remains undisclosed.
How is MACRO WEALTH MANAGEMENT structured?
The firm is registered as a US RIA and described as a multi-family office, serving multiple families with wealth management services.
What investment strategies does MACRO WEALTH MANAGEMENT pursue?
The firm has not publicly disclosed its investment approach. Typical RIA multi-family offices allocate across public equities, fixed income, and alternatives, but this cannot be confirmed.
Does MACRO WEALTH MANAGEMENT disclose its AUM?
No. The firm does not publicly report assets under management.
Where does the underlying wealth managed by MACRO WEALTH MANAGEMENT originate?
The wealth origin of its clients is not disclosed in public sources.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: