$44.5M Total AUM
$44.5M Disc. AUM
-- 3Y CAGR
2 Employees
260 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-28-2002
- Office Locations
- 1
Office Locations
15614 S. Harlem Avenue Unit E Orland Park IL
About Casey Wealth Management, Inc.
Casey Wealth Management is a boutique Orland Park, IL RIA serving hardworking Americans with personalized financial and retirement planning, 401(k)/IRA guidance, wealth management, and estate/trust coordination. Their approach emphasizes risk-aware preservation and long-term growth, with portfolios that include ETFs and U.S. government/agency bonds. Custodied with Charles Schwab (and TD Ameritrade legacy).
Team overview
51 AVG AGE
$22.3M AVG AUM / ADVISOR
$171.2K AVG AUM / CLIENT
22.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
WAYNE LAWRENCE CASEY
Chief Compliance Officer, Owner, President
- CRD
- #3177241
- Ownership
- 75% or more
Available
Available
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ROBERT ALLEN KRISTOF
--
- CRD
- #4918569
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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