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RIA · CRD 124098State-Registered Investment Adviser

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Casey Wealth Management

Casey Wealth Management, Inc. is a state-registered investment adviser in Orland Park, IL. The firm manages approximately $45 million in regulatory assets.

Overview

Casey Wealth Management, Inc. is a state-registered investment adviser in Orland Park, IL. The firm manages approximately $45 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Does Casey Wealth Management participate in fund commitments or only direct deals?

This is not publicly known. Private family offices with low visibility frequently blend direct investments in private companies and real estate with allocations to external managers, but Casey Wealth Management has not disclosed its approach.

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