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WEALTH EASE WEALTH MANAGEMENT

MARSHALL, MI · CRD 332595 · IAPD ↗ · wealtheasewm.com · 269-781-8371

$132.2MRegulatory AUM
2Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — WEALTH EASE WEALTH MANAGEMENT (MARSHALL, MI) is newly SEC-registered with $132.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.