# MACRO WEALTH MANAGEMENT, INC.

MACRO WEALTH MANAGEMENT, INC. is a Multi Family Office based in Peoria.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Peoria
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** macro-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/macro-wealth

## Regulatory record

- **CRD number:** 143382
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143382

## About

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.

## Sectors

- dental and health professionals

## People

- Tim Streid — President
- Mart McClellan — President
- Seth Huling — Financial Strategist & CCO
- Cynthia Streid — Financial Strategist
- Leslie Timm — Operations Manager
- Rachel Fisher — Client Experience Coordinator

## 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.

### 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.

## Related profiles

- [Tomlin Financial Advisors](https://altss.com/profile/tomlin-financial-advisors-inc)
- [Davis Financial Management](https://altss.com/profile/davis-financial-management-inc)

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

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