Overview
Assets Under Management: $132 million
Headquarters: MARSHALL, MI
High-Net-Worth Clients: 24
Average Client Assets: $2.3 million
Frequently Asked Questions
WEALTH EASE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #332595), WEALTH EASE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WEALTH EASE WEALTH MANAGEMENT is headquartered in MARSHALL, MI.
WEALTH EASE WEALTH MANAGEMENT serves 24 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, WEALTH EASE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTH EASE WEALTH MANAGEMENT manages $132 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, WEALTH EASE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.01%
Average Client Assets: $2.3 million
Total Client Accounts: 650
Discretionary Accounts: 647
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 332595
Filing ID: 2066783
Last Filing Date: 2026-03-06 09:41:27