# Casey Wealth Management, Inc.

> Casey Wealth Management, Inc. is a state-registered investment advisory firm in Orland Park, IL, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 124098
- Filed as: CASEY WEALTH MANAGEMENT, INC.
- Legal name: Pension Solutions Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orland Park, IL
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124098
- AdvisorCensus page: https://advisorcensus.com/firm/casey-wealth-management-inc-orland-park-il-124098

## Quick answers

**How is Casey Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Casey Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Casey Wealth Management, Inc. located?**
Casey Wealth Management, Inc.'s principal office is in Orland Park, IL, according to its Form ADV.

**Is Casey Wealth Management, Inc. registered with the SEC or a state?**
Casey Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 124098.

**How much does Casey Wealth Management, Inc. manage?**
Casey Wealth Management, Inc. reports $44,500,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Casey Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (253); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Casey Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124098

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $44,500,000
- Discretionary: $44,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 253 | $39,500,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [caseywealth.com](https://caseywealth.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Casey Wealth Management, Inc. (CRD 124098): Form ADV filing data as of October 2026.