WEALTH EASE WEALTH MANAGEMENT LLC

WEALTH EASE WEALTH MANAGEMENT LLC of MARSHALL, MI is an SEC-registered investment adviser (CRD 332595). Regulatory assets under management: $132.2M.

Registration

• CRD: 332595
• SEC file number: 801-135350
• Type: Registered investment adviser
• Location: 1106 S KALAMAZOO AVE, MARSHALL, MI, 49068
• Phone: 269-781-8371
• Latest filing: 2026-03-06
• Regulatory AUM: $132.2M
• Discretionary AUM: $114.8M
• Non-discretionary AUM: $17.4M
• Clients: 3
• Accounts: 650

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332595 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search