Wealth Ease Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year.
Wealth Ease Wealth Management reports 251 clients. They include 224 individual clients, 24 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 86.9% ($115M across 647 accounts) are managed with discretion; $17.4M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 46% |
| High-net-worth individuals | 10% | 41% |
| Pension and profit-sharing plans | 1% | 13% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 224 | $60.6M | 45.8% | $270K |
| High-net-worth individuals | 24 | $54.2M | 41.0% | $2.26M |
| Pension and profit-sharing plans | Fewer than 5 | $17.4M | 13.1% | $5.79M |
| Total | 251 | $132M | 100% | — |
- Clients
- 224
- Regulatory AUM
- $60.6M
- AUM share
- 45.8%
- Avg. per client
- $270K
- Clients
- 24
- Regulatory AUM
- $54.2M
- AUM share
- 41.0%
- Avg. per client
- $2.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $17.4M
- AUM share
- 13.1%
- Avg. per client
- $5.79M
Total
- Clients
- 251
- Regulatory AUM
- $132M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Wealth Ease Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Estate planning coordination fee
- One-time estate planning coordination fee, negotiated per client (for example $2,000), billed in arrears on completion of the estate plan.
- Fixed financial planning fee
- Negotiated fixed fee of $500 to $15,000 for creating a client financial plan.
- Hourly financial planning fee
- Negotiated hourly fee of $250 for financial planning and consulting services.
- Pension consulting fee
- Asset-based pension consulting fee of up to 1.00% of all assets, generally negotiable, withdrawn from the client account quarterly in arrears.
Austin Rinard owns 75% or more of Wealth Ease Wealth Management. The leadership team of Wealth Ease Wealth Management includes Chief Compliance Officer Austin Rinard. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 1 insurance agent
- Owns 75% or more of Wealth Ease Wealth Management LLC
Austin Rinard
Control person · since July 2024
Besides its headquarters, Wealth Ease Wealth Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 1106 S Kalamazoo Ave, MarshallHQ
Contact and registration details
- Legal name
- Wealth Ease Wealth Management LLC
- Headquarters
- 1106 S Kalamazoo Ave, Marshall, MI 49068
- Website
- wealtheasewm.com
- Phone
- 269-781-8371
- SEC file
- 801-135350
- Structure
- Wyoming LLC
- Fiscal year end
- December
Wealth Ease Wealth Management’s named custodian for separately managed accounts is Tiaa-Cref Individual & Institutional Services ($14.2M). Wealth Ease Wealth Management does not have custody of client assets.
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $14.2M100%
At year end, Wealth Ease Wealth Management’s separately managed accounts were mostly in funds (84%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds84%
- Registered funds72%
- Pooled vehicles12%
- Cash2%
- Other1%
- V/as1%
How many clients does Wealth Ease Wealth Management have?
Wealth Ease Wealth Management has 251 clients and manages $132 million for them, as of March 2026. They include 224 individual clients, 24 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does Wealth Ease Wealth Management offer?
Wealth Ease Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Wealth Ease Wealth Management use?
Wealth Ease Wealth Management’s separately managed account assets are held at Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $14.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does Wealth Ease Wealth Management have?
Wealth Ease Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Ease Wealth Management invest in?
At the end of its last fiscal year, Wealth Ease Wealth Management’s separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 12% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% other. The 1% other category is described as: V/As.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Ease Wealth Management?
Wealth Ease Wealth Management’s direct owner is Austin Rinard (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does Wealth Ease Wealth Management get paid?
Wealth Ease Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Ease Wealth Management?
Wealth Ease Wealth Management’s main office is at 1106 S Kalamazoo Ave, Marshall, MI 49068. Its phone number is 269-781-8371. Its website is wealtheasewm.com.
