Macroview Investment Management LLC
Macroview Investment Management LLC is an SEC-registered wealth manager in Bethesda, MD with $387.1M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Macroview Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 149621, SEC 801-71500, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $387.1M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 5
- Clients
- 249
- CRD
- 149621
- Ownership
- AFTERSHOCK ADVISORS, LLC; LEBOWITZ, MICHAEL, PAUL; COHEN, DANIEL, JAY; WIEDEMER, ROBERT; WIEDEMER, DAVID
How much AUM does Macroview Investment Management LLC have?
Macroview Investment Management LLC reported $387.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Macroview Investment Management LLC?
Disclosed owners and executives of Macroview Investment Management LLC include AFTERSHOCK ADVISORS, LLC, LEBOWITZ, MICHAEL, PAUL, COHEN, DANIEL, JAY, WIEDEMER, ROBERT, WIEDEMER, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.