Christine Marie Casey
Investment adviser representative at Private Wealth Asset Management
27 yearsExperience
1 stateRegistered in
$2.5BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Private Wealth Asset ManagementSep 2021 to now
- Wells Fargo Clearing Services, LLCMar 2021 to Sep 2021
- Wells Fargo Bank, NAAug 1994 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Private Wealth Asset Management
Legal name: Private Wealth Asset Management, LLC
$2.5BAssets managed
559Clients
22Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2614698
- Firm CRD
- 315819