Caissa Wealth Strategies
Caissa Wealth Strategies is an SEC-registered wealth manager in Bloomington, MN with $297.0M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Caissa Wealth Strategies: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150458, SEC 801-114229, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $297.0M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Bloomington, MN
- Employees
- 10
- Clients
- 153
- CRD
- 150458
- Ownership
- PEDERSEN, KELLY, SUE OLSON; ALEXEJUN, HALINA, NICHOLAYEVNA; Bauman, Aimee, Nicole
How much AUM does Caissa Wealth Strategies have?
Caissa Wealth Strategies reported $297.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Caissa Wealth Strategies?
Disclosed owners and executives of Caissa Wealth Strategies include PEDERSEN, KELLY, SUE OLSON, ALEXEJUN, HALINA, NICHOLAYEVNA, Bauman, Aimee, Nicole. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.