Todd Dean Candelaria
Investment adviser representative at Wealth Ease Wealth Management
10 yearsExperience
1 stateRegistered in
$132.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wealth Ease Wealth Management LLCJan 2026 to now
- Todd D Candelaria Cpa LLCAug 2025 to now
- Michael F Mclain CpaJan 2024 to Aug 2025
- Novo DistributionOct 2021 to Oct 2023
- Plante MoranAug 2019 to Sep 2021
- Douglas A Mcdonald CpaDec 2018 to May 2019
- Mennas JointSep 2018 to Dec 2018
- StudentApr 2018 to Sep 2018
- Plante MoranJan 2018 to Apr 2018
- Mennas JointAug 2017 to Dec 2017
- Consolidated Electrical DistributorsFeb 2017 to May 2017
- Central Michigan UniversityJan 2017 to Jan 2017
- StudentAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Wealth Ease Wealth Management
Legal name: Wealth Ease Wealth Management LLC
$132.2MAssets managed
251Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8213451
- Firm CRD
- 332595