Wealth Ease Wealth Management: new SEC registration, $132M AUM, Marshall, MI
Wealth Ease Wealth Management (Marshall, Michigan): new SEC registration, $132M AUM, Marshall, MI. Its amount of 132 is below the median of 134 (49th percentile). Dated 259 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 132 · 49th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 26 related MI NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Wealth Ease Wealth Management |
| Legal name | Wealth Ease Wealth Management LLC |
| CRD | 332595 |
| Status | Approved |
| Registered with the SEC | 2026-02-18 |
| Latest Form ADV filing | 2026-03-06 |
| Location | Marshall, MI, United States |
| Regulatory AUM | $132,151,221 |
| Accounts | 650 |
| Employees | 3 |
| Website | https://www.wealtheasewm.com |
| amount percentile | 49th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (27 MI records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MI first): Modell Capital Management LLC · Mbx Investors LLC · Vertrix Wealth Management, LLC · Marnell Management LLC · Northern Edge Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Wealth Ease Wealth Management and 27 Michigan peers
- Michigan NewRiaPulse records like this one: 27
- Wealth Ease Wealth Management's amount: 49th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Michigan peer: $5,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $132M under management.
- Website on file.
What is the NewRiaPulse record for Wealth Ease Wealth Management in Marshall, Michigan?
Wealth Ease Wealth Management received SEC registration as an investment adviser (2026-02-18) with $132,151,221 in regulatory assets under management, based in Marshall, MI.
How does Wealth Ease Wealth Management compare to other Michigan NewRiaPulse records?
Its amount of 132 is below the median (49th percentile); smaller records often move faster and face less competition. It is 259 days old; check the official source for later updates before acting.
Wealth Ease Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wealth Ease Wealth Management | Marshall, MI | 132 | 49th | 2026-02-18 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Michigan NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.