MACRO WEALTH ADVISORS, INC.

Overview

Macro Wealth Advisors, Inc. operates as an independent registered investment adviser structured as a corporation and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its fee model is flexible—percentage of AUM supplemented by hourly and fixed-fee engagements—allowing it to serve both ongoing advisory relationships and project-based planning work. From an investment posture, the firm shows a notable tilt toward derivatives exposure and maintains active allocations to third‑party alternative managers, particularly hedge funds and real estate strategies. Macro Wealth Advisors, Inc. is not an active ESG investor, and its regulatory profile indicates it operates within a single state rather than as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices