{"url":"https://nivawealth.com/firms/wealth-ease-wealth-management-332595","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/332595","regulatoryAum":132151221,"crd":"332595","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8213451","suffix":null,"lastName":"Candelaria","firstName":"Todd","middleName":"Dean"},{"crd":"5898317","suffix":null,"lastName":"RINARD","firstName":"AUSTIN","middleName":"ERWIN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135350","legalName":"Wealth Ease Wealth Management LLC","displayName":"Wealth Ease Wealth Management","slug":"wealth-ease-wealth-management-332595","website":"https://wealtheasewm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/332595/83535723de1d1463-r1.webp","tone":"dark","width":439,"height":200,"sourceUrl":"https://www.wealtheasewm.com","sourceLabel":"Wealth Ease Wealth Management, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wyoming limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1106 S Kalamazoo Ave","city":"Marshall","state":"MI","stateName":"Michigan","country":"United States","postalCode":"49068"},"tradeNames":[],"registration":{"secApproved":"18 February 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plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","versionId":1015212,"submittedOn":"2026-03-06","documentName":"FORM ADV PART 2A-  WEALTH EASE WEALTH MANAGEMENT"},{"role":"other","program":"Fixed financial planning fee","summary":"Negotiated fixed fee of $500 to $15,000 for creating a client financial plan.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","versionId":1015212,"submittedOn":"2026-03-06","documentName":"FORM ADV PART 2A-  WEALTH EASE WEALTH MANAGEMENT"},{"role":"other","program":"Hourly financial planning fee","summary":"Negotiated hourly fee of $250 for financial planning and consulting services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","versionId":1015212,"submittedOn":"2026-03-06","documentName":"FORM ADV PART 2A-  WEALTH EASE WEALTH MANAGEMENT"},{"role":"other","program":"Pension consulting fee","summary":"Asset-based pension consulting fee of up to 1.00% of all assets, generally negotiable, withdrawn from the client account quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","versionId":1015212,"submittedOn":"2026-03-06","documentName":"FORM ADV PART 2A-  WEALTH EASE WEALTH MANAGEMENT"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T17:49:46.984429+00:00","documents":[{"name":"FORM ADV PART 2A-  WEALTH EASE WEALTH MANAGEMENT","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","versionId":1015212,"submittedOn":"2026-03-06"}]},"custodians":[{"name":"Tiaa-Cref Individual & Institutional Services, LLC","shortName":"Tiaa-Cref Individual & Institutional Services","location":"New York, NY","smaAssets":14163321}],"custodyNote":"Wealth Ease Wealth Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Austin Rinard","title":"Managing Member and Chief Compliance Officer","crd":"5898317"}],"ownership":[{"label":"Austin Rinard","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since July 2024."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"1106 S Kalamazoo Ave","city":"Marshall","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"269-781-8371","stateRegisteredReps":2,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":72},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":12},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":1,"detail":"V/As"}],"privateFunds":0},"sources":{"adv1FilingDate":"6 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/332595/PDF/332595.pdf","brochureDate":"6 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1015212","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealth Ease Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealth Ease Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Wealth Ease Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealth Ease Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealth Ease Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealth Ease Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealth Ease Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealth Ease Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}