Wealth Ease Wealth Management LLC
● SEC registered since 2026CRD 332595SEC# 801-135350Marshall, MI
Reg. AUM
$132.2M
Employees
3
Accounts
650
Location
Marshall, MI
Wealth Ease Wealth Management LLC assets under management
Wealth Ease Wealth Management LLC is a registered investment adviser overseen by the SEC based in Marshall, MI. The firm has been registered since 2026. It reports $132.2 million in regulatory assets under management and employs 3 people.
Wealth Ease Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Austin Erwin Rinard Control | Managing Member And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Wealth Ease Wealth Management LLC manage?
Wealth Ease Wealth Management LLC reports $132.2 million in regulatory assets under management on its Form ADV.
How many employees does Wealth Ease Wealth Management LLC have?
Wealth Ease Wealth Management LLC reports 3 employees.
Where is Wealth Ease Wealth Management LLC located?
Wealth Ease Wealth Management LLC is based in Marshall, MI and has been SEC-registered since 2026.
Does Wealth Ease Wealth Management LLC disclose fund performance?
Wealth Ease Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1106 S Kalamazoo Ave, Marshall, MI 49068 |
| Phone | 269-781-8371 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.2MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$132.2Mregulatory AUM
Discretionary $114.8MNon-discretionary $17.4M