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MACRO WEALTH MANAGEMENT, INC.
Macro Wealth Management prescribes comprehensive financial treatment plans that help dentists, health experts and people from all walks of life make the most...
Overview
Macro Wealth Management prescribes comprehensive financial treatment plans that help dentists, health experts and people from all walks of life make the most of life's every opportunity. The firm uses custom, disciplined strategies that help people accumulate, preserve and enjoy their money and assets. Dental and health professionals comprise the vast majority of Macro Wealth's client base.
General information
Firm type
Multi Family Office
Year founded
2004
Location
City
Peoria
Principals
Tim Streid
President
Mart McClellan
President
Seth Huling
Financial Strategist & CCO
Cynthia Streid
Financial Strategist
Leslie Timm
Operations Manager
Rachel Fisher
Client Experience Coordinator
Sector focus
Frequently asked questions
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.
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