SEC Form ADV

CAISSA WEALTH STRATEGIES

Registered Investment AdviserMN
$297.0M
Assets Under Management
175
Total Clients
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Registration Details

Accession
CRD-150458
Location
BLOOMINGTON, MN
Filing Date
March 10, 2026
AUM
$297.0M
Total Clients
175
Amendment
No

About this Adviser

CAISSA WEALTH STRATEGIES is a registered investment adviser headquartered in BLOOMINGTON, MN, managing approximately $297.0M in assets across 175 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.