LP Profile

Caissa Wealth Strategies

Also known as caissa wealth strategies

Wealth ManagerBloomington, United StatesFounded 2009
$239M
Assets Under Management
Bloomington
Headquarters
Investment Focus

About Caissa Wealth Strategies

Caissa Wealth Strategies is a wealth manager based in Bloomington, US. Founded in 2009. Reported AUM: 239 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Caissa Wealth Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$297.0M
Total Clients
175
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Caissa Wealth Strategies?

Caissa Wealth Strategies is a wealth manager based in Bloomington, United States, managing approximately $239M in assets.

Where is Caissa Wealth Strategies headquartered?

Caissa Wealth Strategies is headquartered in Bloomington, United States.

How much does Caissa Wealth Strategies manage?

Caissa Wealth Strategies manages approximately $239M in assets under management.

When was Caissa Wealth Strategies founded?

Caissa Wealth Strategies was founded in 2009.

How can I contact Caissa Wealth Strategies?

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