# Macro Wealth Management, Inc.

> Macro Wealth Management, Inc. is a state-registered investment advisory firm in Peoria, IL, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 143382
- Filed as: MACRO WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peoria, IL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143382
- AdvisorCensus page: https://advisorcensus.com/firm/macro-wealth-management-inc-peoria-il-143382

## Quick answers

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

**Where is Macro Wealth Management, Inc. located?**
Macro Wealth Management, Inc.'s principal office is in Peoria, IL, according to its Form ADV.

**Is Macro Wealth Management, Inc. registered with the SEC or a state?**
Macro Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143382.

**How much does Macro Wealth Management, Inc. manage?**
Macro Wealth Management, Inc. reports $74,779,035 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Macro Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (63); corporations or other businesses not listed above (14).

**Does Macro Wealth Management, 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/143382

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $74,779,035
- Discretionary: $74,779,035
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $25,337,073 |
| High net worth individuals | 63 | $43,361,407 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $3,582,768 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 14 | $2,497,787 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- macro-wealth.com
- yourretirementsmile.com
- Facebook @macrowealthmanagement
- LinkedIn @dr-mart-mcclellan
- LinkedIn @timothy-streid
- X @macro_wealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Macro Wealth Management, Inc. (CRD 143382): Form ADV filing data as of October 2026.