|
⚲
|
| Wealth EASE Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 332595 |
| SEC # | 801-135350 |
| CIK # | |
| AUM | $132.2 M (2026-03-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 269-781-8371 |
| Address | 1106 S Kalamazoo Ave Marshall, MI 49068 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 60.6 |
| (b) Individuals (high net worth individuals) | 24 | 54.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 17.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 650 | 132.2 |
| By Discretionary | ||
| Discretionary | 647 | 114.8 |
| Non-Discretionary | 3 | 17.4 |
| Total | 650 | 132.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.2 | |
| Total | 650 | 132.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stites Financial Consulting
✚
|
CA | 0.1 |
|
Jansen Wealth Management LLC
✚
|
WI | 0.1 |
|
Ramsey Hill Asset Management LLC
✚
|
0.1 | |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Canterbury Capital Wealth Management LLC
✚
|
AL | 0.1 |
|
Lee-Way Financial Services Inc
✚
|
MS | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Blue Line Capital LLC
✚
|
IL | 0.1 |
|
Advisor Compliance Partners LLC
✚
|
HI | 0.1 |