# Macro Wealth Advisors, Inc.

> Macro Wealth Advisors, Inc. is a state-registered investment advisory firm in McKinney, TX, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 127586
- Filed as: MACRO WEALTH ADVISORS, INC.
- Legal name: Macro Financial Advisors, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: McKinney, TX
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/127586
- AdvisorCensus page: https://advisorcensus.com/firm/macro-wealth-advisors-inc-mckinney-tx-127586

## Quick answers

**How is Macro Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Macro Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Macro Wealth Advisors, Inc. located?**
Macro Wealth Advisors, Inc.'s principal office is in McKinney, TX, according to its Form ADV.

**Is Macro Wealth Advisors, Inc. registered with the SEC or a state?**
Macro Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 127586.

**How much does Macro Wealth Advisors, Inc. manage?**
Macro Wealth Advisors, Inc. reports $20,840,371 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Macro Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (13).

**Does Macro Wealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/127586

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $20,840,371
- Discretionary: $20,840,371
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,245,821 |
| High net worth individuals | 16 | $17,594,550 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macro-wealthadvisors.com
- Facebook @MACROWEALTHADVISORS
- LinkedIn @MACRO-WEALTH-ADVISORS-INC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macro Wealth Advisors, Inc. (CRD 127586): Form ADV filing data as of October 2026.