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CASEY WEALTH MANAGEMENT, INC.
PENSION SOLUTIONS INC.
CRD 124098
15614 S. HARLEM AVENUE, UNIT E, ORLAND PARK, IL, 60462, United States
Phone
708-633-8200
Fax
708-633-8208
Registration
— (—)
Source
State registered
Total AUM
$44.5M
Discretionary AUM
$44.5M
Team
2 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 253 | $39.5M |
| Pension/profit sharing plans | 2 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD