Data / Investment advisers / Michigan / Wealth Ease Wealth Management
Wealth Ease Wealth Management, Marshall, MI: $132 million AUM, SEC registered investment adviser
Wealth Ease Wealth Management is an SEC registered investment adviser with its main office in Marshall, Michigan and reports $132 million in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332595
- SEC file number
- 801-135350
- SEC status
- Approved, effective February 18, 2026
- Legal name
- Wealth Ease Wealth Management LLC
- Main office
- 1106 S Kalamazoo Ave, Marshall, MI 49068
- Phone
- (269) 781-8371
- Website
- wealtheasewm.com
- Regulatory AUM
- $132,151,221 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $114,778,221
- Non discretionary AUM
- $17,373,000
- Accounts
- 650
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 224 | $60.6 million |
| High net worth individuals | 24 | $54.2 million |
| Pension and profit sharing plans | 3 | $17.4 million |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Northern Edge Wealth Management | Marquette | $246.9 million | Not listed | adviserinfo.sec.gov |
| Clear Ridge Wealth Management, LLC | Kalamazoo | $244.6 million | Not listed | adviserinfo.sec.gov |
| Pinnacle Wealth Management Group, Inc. | Plymouth | $243.7 million | Not listed | adviserinfo.sec.gov |
| English Capital Management LLC | Bloomfield Hills | $241.1 million | 1 | adviserinfo.sec.gov |
| Richmond Brothers, Inc. | Jackson | $240.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wealth Ease Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.