Caissa Wealth Strategies

RIASEC RegisteredEst. 2018

Total AUM

$297M

Discretionary

$295M

99% of AUM

Avg account

$1.7M

Accounts

175

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 150458
Registered since: November 2, 2018
Website: www.caissawealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI90.76%
Individuals9.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Caissa Wealth Strategies is an independent, SEC-registered registered investment adviser organized as an LLC and operating under individual ownership. The firm focuses on serving individuals and families, offering financial planning and portfolio management for both personal and small-business clients. Its service set includes pension consulting, selecting third‑party advisers, and running educational seminars and workshops. The firm bills via a mix of AUM-based fees and fixed fees and identifies itself as a capital allocator that places client capital with external managers. Caissa does not identify as an active ESG investor. The firm was recognized by FA Magazine as a Top RIA Firm in 2020.