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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2007
- Office Locations
- 2
Office Locations
About Macro Wealth Management, Inc.
Macro Wealth Management is an Illinois RIA providing comprehensive financial planning and retirement-focused “financial treatment plans,” using custom, disciplined strategies for wealth accumulation and preservation. The firm’s core niche is dentists and other healthcare professionals, co-led by orthodontist Mart McClellan and advisor Tim Streid (co-authors of “Your Retirement Smile”). Portfolios primarily use public funds and ETFs, with custody at Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MART GAYNOR MCCLELLAN
President, VICE PRESIDENT
- CRD
- #5394743
- Ownership
- 50% but less than 75%
TIMOTHY JAY STREID
Financial Advisor, General Partner, President
- CRD
- #1968211
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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CYNTHIA JEAN STREID
Vice President
- CRD
- #7698932
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,779,035 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,779,035 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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