MACRO WEALTH MANAGEMENT, INC.

MACRO WEALTH MANAGEMENT, INC. of PEORIA, IL is an SEC-registered investment adviser (CRD 143382). Regulatory assets under management: $74.8M.

Registration

• CRD: 143382
• Type: Registered investment adviser
• Location: 6915 N. KNOXVILLE AVENUE, PEORIA, IL, 61614
• Phone: 309-689-8481
• Latest filing: 2026-03-20
• Regulatory AUM: $74.8M
• Discretionary AUM: $74.8M
• Clients: 4
• Accounts: 204

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Commissions, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 143382 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search