CAISSA WEALTH STRATEGIES, LLC
Doing business as CAISSA WEALTH STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$296,976,582
Discretionary
$295,217,299
Non-discretionary
$1,759,283
Firm details
- CRD number
- 150458
- SEC file number
- 801-114229
- Main office
- BLOOMINGTON, MN, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.