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Wealth Ease Wealth Management LLC

● SEC registered since 2026CRD 332595SEC# 801-135350Marshall, MI
Export (members)
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
NameTitleOwnershipSince
Austin Erwin Rinard ControlManaging Member And Chief Compliance OfficerOver 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

Address1106 S Kalamazoo Ave, Marshall, MI 49068
Phone269-781-8371
FaxN/A
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$114.8M
Non-discretionary$17.4M
Total (RAUM)$132.2M