CASEY WEALTH MANAGEMENT, INC.

CASEY WEALTH MANAGEMENT, INC. of ORLAND PARK, IL is an SEC-registered investment adviser (CRD 124098). Regulatory assets under management: $44.5M.

Registration

• CRD: 124098
• Type: Registered investment adviser
• Location: 15614 S. HARLEM AVENUE, ORLAND PARK, IL, 60462
• Phone: 708-633-8200
• Latest filing: 2026-02-27
• Regulatory AUM: $44.5M
• Discretionary AUM: $44.5M
• Clients: 2
• Accounts: 350

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 124098 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search