MACRO WEALTH MANAGEMENT, INC.

Overview

Macro Wealth Management, Inc. is an independent registered investment adviser operating as a small, owner-managed RIA that serves both individual and family clients as well as select institutional relationships. The firm acts as a capital allocator, meaning it builds client portfolios using a mix of in-house decisions and third‑party managers. Its advisory services include comprehensive financial planning and manager selection, and the firm also operates as an insurance broker. Fee arrangements are flexible: the firm uses percentage-of-AUM billing alongside hourly and fixed fees, and it can apply commission and performance-based structures where appropriate. Macro Wealth Management does not identify as an active ESG investor and reports a single-state adviser footprint. Investment activity is centered on pooled public vehicles for core exposure, with a documented preference for mutual funds and other public funds. At the same time, the firm allocates to alternatives — notably real estate and digital currency — through external fund managers and additional third‑party structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices