CAISSA WEALTH STRATEGIES

KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES

CRD 150458 · SEC 801-114229

Visit website

7825 WASHINGTON AVE S., SUITE 725, BLOOMINGTON, MN, 55439, United States

Phone

612-426-6007

Fax

612-355-8811

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$297.0M

Discretionary AUM

$295.2M

Team

10 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	58	$27.4M
High net worth individuals	95	$269.5M

States served

CA, MN, NC

All web addresses on file

HTTPS://WWW.LINKEDIN.COM/COMPANY/3553600/
HTTPS://WWW.FACEBOOK.COM/CAISSAWEALTH/
HTTP://WWW.CAISSAWEALTH.COM

Official SEC filing: View on IAPD