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WEALTH EASE WEALTH MANAGEMENT LLC

Doing business as WEALTH EASE WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$132,151,221
Discretionary
$114,778,221
Non-discretionary
$17,373,000

Firm details

CRD number
332595
SEC file number
801-135350
Main office
MARSHALL, MI, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.