BLOOMINGTON, MNCRD 150458Latest ADV March 10, 2026
Caissa Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 10, 2026, reports $297M in regulatory assets under management, 10 employees, and 175 accounts.
Assets Under Management
$297M
Employees
10
Offices
--
Total Clients
153
Primary office
BLOOMINGTON, MN
7825 WASHINGTON AVE S., SUITE 725, BLOOMINGTON, MN, United States
Top client segmentHNWI represent 62.1% of total clients.
Top client categories% of clientsClients
1
HNWI
62.1%
95
2
Individuals
37.9%
58
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 10, 2026
Discretionary99.4%
$295M
99% of total RAUM99.4%
Non-discretionary0.6%
$2M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$297M
Total Accounts175
10Y AUM Change+$181M (+156.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee15:1
10Y Employee Change+7 (+233.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.