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WEALTH EASE WEALTH MANAGEMENT
WEALTH EASE WEALTH MANAGEMENT LLC
CRD 332595 · SEC 801-135350
1106 S KALAMAZOO AVE, MARSHALL, MI, 49068, United States
Phone
269-781-8371
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.2M
Discretionary AUM
$114.8M
Team
3 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 224 | $60.6M |
| High net worth individuals | 24 | $54.2M |
| Pension/profit sharing plans | 3 | $17.4M |
States served
MI
All web addresses on file
- https://www.wealtheasewm.com
- https://x.com/AdvisorAustin
- https://www.facebook.com/austinrinardfinancialadvisor
- https://www.linkedin.com/in/austin-rinard-cfp%C2%AE-aif%C2%AE-383b0038/
- https://www.instagram.com/wealtheasewealthmanagement/
- https://www.youtube.com/@WealthEase-WealthManagement
- https://www.tiktok.com/@wealtheasewm
Official SEC filing: View on IAPD