SEC Form ADV

CAISSA WEALTH STRATEGIES

Registered Investment AdviserMN
$297.0M
Assets Under Management
10
Employees
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Registration Details

Accession
crd-150458
Location
BLOOMINGTON, MN
Filing Date
August 4, 2026
AUM
$297.0M
Employees
10
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

CAISSA WEALTH STRATEGIES is a registered investment adviser headquartered in BLOOMINGTON, MN, managing approximately $297.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.