Macro Wealth Management - Crunchbase Company Profile & Funding

Overview

Macro Wealth Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Macro Wealth Management

CB Rank

2711589

Macro Wealth Management provides financial advice to help clients throughout entire financial life.

Founded

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Private

Peoria, Illinois, United States

1-10

macro-wealth.com

Advice

Financial Services

Professional Services

Wealth Management

Key People

Timothy Streid: Co-President & Founder

Details

Legal Name

Macro Wealth Management, Inc.

Operating Status

Active

Company Type

For Profit

Founders

Timothy Streid

Phone Number

1 309.689.8481

Contact Email

info@macro-wealth.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Treatment Plan

A five-step financial planning process that assesses current finances and prescribes strategies for growth, protection, distribution, and savings to support retirement goals.

Retirement Planning and Wealth Accumulation Strategies

Financial advice and strategies focused on helping clients, especially dental and health professionals, build and preserve wealth for a sustainable retirement income.