Macro Wealth Advisors, Inc.

Macro Wealth Advisors, Inc. (CRD# 127586) is a financial advisory firm headquartered in Plano, TX. They manage $7,972,936 in 15 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $531,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Macro Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Owen T. Stewart
CRD#: 2161641
5601 Granite Parkway, Suite 340, Plano, TX 75024
93
Wealthminder
score

Owen Stewart (CRD# 2161641) is an Investment Advisor Representative working at Macro Wealth Advisors, Inc. in Plano, TX and has over 26 years of experience in the finance industry.

2
Owen T. Stewart
CRD#: 6740651
5601 Granite Parkway, Suite 340, Plano, TX 75024
88
Wealthminder
score

Owen Stewart (CRD# 6740651) is an Investment Advisor Representative working at Macro Wealth Advisors, Inc. in Plano, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.