Wealth EASE Wealth Management
SEC RegisteredEmpowering you to navigate the complexities of wealth management with ease
About the firm
Wealth Ease Wealth Management is dedicated to providing investment management and strategic wealth planning. The firm strives to be its clients' trusted advisor, focusing on understanding goals and developing plans to reach them in a tax efficient manner.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, investment planning, estate planning, and corporate retirement plans (serving as 3(21) or 3(38) Fiduciary).
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 224 | $61M |
| High Net Worth Individuals | 24 | $54M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $17M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealth EASE Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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