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- Custodian
- Assetmark · Charles Schwab & Company · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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