Macro Wealth Management, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 143382
· Peoria, IL
· facebook.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- $74.8M
- Discretionary
- $74.8M
- Clients
- 204
- Avg AUM / client
- $367K
- Accounts
- 204
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 118 | $25.3M | 33.9% |
| High net worth individuals | 63 | $43.4M | 58.0% |
| Pension and profit sharing plans | 9 | $3.6M | 4.79% |
| Corporations and other businesses | 14 | $2.5M | 3.34% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Jay Streid | Registered representative | May 2007 (19y) | ||
| Mart Gaynor Mcclellan | Registered representative | Aug 2007 (19y) | ||
| Seth Michael Huling | Registered representative | Nov 2022 (4y) | ||
| Cynthia Jean Streid | Registered representative | Chartered Financial Consultant | Jul 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
- • Performance-based fees
- • Other fees
- • SOLICITOR/REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $71.1M (95% of AUM) Mar 2026
- Charles Schwab & Co. $3.7M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗