RIA Intel›Advisers›Illinois›MACRO WEALTH MANAGEMENT, INC.

MACRO WEALTH MANAGEMENT, INC.

Advisory

PEORIA, IL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,092

of 1,719 advisers by AUM

Average account

$367K

across 204 accounts

AUM per adviser

$19M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients204

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

204 clients

63 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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