M
$20.8M Total AUM
$20.8M Disc. AUM
-- 3Y CAGR
3 Employees
29 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- SignalHorizon
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
3109 Gillespie Rd. Mckinney TX
About Macro Wealth Advisors, Inc.
Macro Wealth Advisors is an independent fiduciary wealth firm focused on helping individuals plan for retirement. The team delivers comprehensive financial planning, custom portfolio management with transparent fees, and insurance guidance sourced across the broader marketplace. Active since 1994, the firm also publishes client education, including its “Embrace Uncertainty” book.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$718.6K AVG AUM / CLIENT
17.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Vertex Quantum catalyst Wave oak
Client Personas
Pathway meridian
Custodian
Radial alpha Timber Prime
Investment Themes
Horizon Signal Fusion eagle Legacy
Investment Vehicles
Frontier peak
Platform
Crest zenith Pathway
Services
Crest Catalyst harbor Timber Momentum Signal frontier Wave ember Vital bridge Horizon Catalyst capital
Technology
Vector ridge Capital
Owner & Executives
O
OWEN THOMAS STEWART
Advisor, President
- CRD
- #2161641
- Ownership
- 75% or more
(899) 977-5947
matrix.optima@pathwaycapital.com
in linkedin.com/in/meridian-prime
Showing 1 of 1 owners & executives
Unlock allContacts
OWEN TAYLOR STEWART
Chief Compliance Officer
- CRD
- #6740651
(464) 304-5102
legacy.vector@crestcapital.com
in linkedin.com/in/radial-vertex
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,840,371 | $89,568 |
| Non-Discretionary | $0 | -- |
| Total | $20,840,371 | $89,568 |
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Separately Managed Accounts
Total SMA Asset: $20,840,371
Derivatives:
23.5% Cash:
36.1% Equity - Exchange:
19.8% Public Funds:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $403,009,396 | 23.5% |
| Cash | $619,091,030 | 36.1% |
| Equity - Exchange | $339,556,853 | 19.8% |
| Public Funds | $353,276,321 | 20.6% |
| Total | $1,714,933,600 | 100.0% |