OS
CFP
OS
CFP

Owen Taylor Stewart

8 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net WorthInvestment ManagementEstate PlanningInsurance PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$188K average
Assets Under Management
$1.5M

Fee Structure

Minimum Investment:None
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Contact

OS
Owen Taylor Stewart

Location

3109 Gillespie Rd., Mckinney, TX, 75072

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Owen is an investment adviser representative of Macro Wealth Advisors, Inc., dedicating about 10% of his time. He is also Head of Financial Advice for Parthean, a financial technology software company (taking about half of Owen's time), and an investment advisor representative and sole shareholder for Ataroke Wealth LLC (spending about a quarter of his time).

Employment History
Current Registrations
Ataroke Wealth
December 2022 - Present · 3 yrs 2 mos
Macro Wealth Advisors, INC.
January 2017 - Present · 9 yrs 1 mo
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Throughout this journey, I also realized that life is unpredictable. It has its ups and downs, its share of tragedies and triumphs. But that's what makes it exciting. The ability to adapt to change is essential for both personal growth and financial planning.

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Owen Taylor Stewart