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- Custodian
- Assetmark · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-21-2025
- Office Locations
- 1
Office Locations
About Wealth Ease Wealth Management
Wealth Ease Wealth Management is a Marshall, MI registered investment adviser providing investment management and strategic wealth planning for individuals and families. The firm delivers financial, retirement, investment, and estate planning with an emphasis on long-term, diversified, tax-efficient strategies, and can also support employers via corporate retirement plans. Founder Austin Rinard (CFP®, AIF®) is qualified to serve as a 3(21) or 3(38) plan fiduciary and works with Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 86.9% is discretionary and 13.1% is non-discretionary.
The firm reports 2 advisory representatives and 251 clients, or 125.5 clients per representative. That equates to $526.5K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
AUSTIN ERWIN RINARD
Chief Compliance Officer, Managing Member
- CRD
- #5898317
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Todd Dean Candelaria
--
- CRD
- #8213451
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $114,778,221 | $177,401 |
| Non-Discretionary | $17,373,000 | $5,791,000 |
| Total | $132,151,221 | $203,310 |
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Separately Managed Accounts
SMA allocation detail is available
Wealth Ease Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.