CM
Casey A. Marx
CROWN HAVEN WEALTH MANAGEMENT
CARMEL, IN 46032
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CRD#: 7202166
CM
Casey Alexander MarxCROWN HAVEN WEALTH MANAGEMENT
Professional summary
Casey Alexander Marx is a registered financial advisor currently at CROWN HAVEN WEALTH MANAGEMENT located in Carmel, Indiana.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Casey has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Crown Haven, LLC, Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Licensed Insurance Agency, Sole Owner, CEO/Manager, Independent Agent/Producer (since 01/2017); 120 hours per month, all during securities trading hours, providing management and oversight of the company and its personnel, and providing insurance sales and services; 2) Muktown Ventures, LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Holding Company for Crown Haven Wealth Management LLC and Crown Haven, LLC, formed 12/2022, 0 hours per month, 0 hours per month during securities trading hours; 3) 114th Street LLC, Investment Related, 11555 N. Meridian St., Carmel, IN 46032, holding company for future rental property, Sole Owner/Manager (since 10/2020), 0 hours per month, 0 hours per month during securities trading hours, passive/personal investment 4) Pine Cone II LLC, Not Investment Related,11555 N. Meridian St., Carmel, IN 46032, Business Solution Technology Company, Sole Owner/Manager (since 10/2020), 10 hours per month, all during trading hours, providing management and oversight of the company and its personnel; 5) Firther Holdings, LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Holding Company for Pine Cone II LLC, formed 12/2022, 0 hours per month, 0 hours per month during securities trading hours; 6) Casey Alexander LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Consulting Media and Authorship, Member (since 06/2025), 0 hours per month, 0 hours per month during securities trading hours, providing management and oversight of the company and its personnel
CRS (Client Relationship Summary) - RIA
Click below to view Casey Alexander Marx's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 28, 2025 - Present
CROWN HAVEN WEALTH MANAGEMENT
Office #1: 11555 N. Meridian St. Suite 560, Carmel, IN 46032RIA
CRD#: 306691
CARMEL, IN
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(8/28/2025)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
CH
CROWN HAVEN WEALTH MANAGEMENT
CROWN HAVEN WEALTH MANAGEMENT | CROWN HAVEN WEALTH MANAGEMENT LLC
CRD#: 306691 / SEC#:
Indiana
Registered Investment Advisory firm - (10/1/2020 Approved)Loading...
Contact information
Main Address
11555 N. Meridian St. Suite 560, Carmel, IN 46032
Mailing Address
Phone number
(317) 564-4691
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
