Owen T. Stewart

MACRO WEALTH ADVISORS

MCKINNEY, TX 75072

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CRD#: 6740651

Professional summary

Owen Taylor Stewart, CFP® is a registered financial advisor currently at MACRO WEALTH ADVISORS, INC. located in Mckinney, Texas and ATAROKE WEALTH located in Mckinney, Texas.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Owen has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Owen Taylor Stewart is registered as an investment adviser representative of Macro Wealth Advisors, Inc. and provides advisory services to clients of that firm. This activity accounts for approximately 10% of his time during normal trading hours. 2. Owen Taylor Stewart is Head of Financial Advice for Parthean, a financial technology software company. effective February 2025 and spends approximately 50% of his time on these activities. 3. Owen Taylor Stewart is also an investment advisor representative and sole shareholder for Ataroke Wealth LLC ("Ataroke"), a registered investment adviser and spends approximately 40% of his time on these activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Taylor Stewart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

January 6, 2017 - Present

MACRO WEALTH ADVISORS, INC.

Office #1: 3109 Gillespie Rd., Mckinney, TX 75072

RIA

CRD#: 127586

MCKINNEY, TX

Current

December 3, 2022 - Present

ATAROKE WEALTH

RIA

CRD#: 323731

Mckinney, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(8/14/2024)

IAR

Texas
(1/6/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2017

Uniform Investment Adviser Law Examination

Current Firm

MACRO WEALTH ADVISORS, INC.

MACRO FINANCIAL ADVISORS, INC | MACRO WEALTH ADVISORS, INC.

CRD#: 127586 / SEC#: 801-69057

RIA

Registered Investment Advisory firm - (3/20/2012 Terminated)

Nebraska

Registered Investment Advisory firm - (12/31/2024 Terminated)

New Mexico

Registered Investment Advisory firm - (4/25/2008 Terminated)

South Carolina

Registered Investment Advisory firm - (12/19/2013 Terminated)

Texas

Registered Investment Advisory firm - (1/30/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

3109 Gillespie Rd., Mckinney, TX 75072

Mailing Address

Phone number

(214) 387-4647

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	29
AUM (Assets Under Management)	$ 14,810,797

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Owen T. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Owen Taylor Stewart's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACRO WEALTH ADVISORS, INC.

ATAROKE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2017

Current Firm

MACRO WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MACRO WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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