# Caissa Wealth Strategies

Caissa Wealth Strategies is an Asset Manager based in Minneapolis, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Bloomington, MN, United States
- **Founded:** 2009
- **Assets under management:** 249 (Altss estimate)
- **Website:** caissawealth.com
- **LinkedIn:** https://www.linkedin.com/company/3553600

## Regulatory record

- **CRD number:** 150458
- **SEC file number:** 801-114229
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150458

## About

Caissa Wealth Strategies was established in 2009. It operates as a Minnesota wealth manager serving individuals and high-net-worth clients. The firm delivers investment advisory services and financial planning. No specific asset-class allocations or named portfolio holdings appear in available records. Geographic activity remains centered in the United States. AUM stands at $249 million. No additional offices or team-size figures are recorded. No dated operational events from the last 24 months are documented. The firm functions as a conventional wealth manager without disclosed hybrid structures, club vehicles, or succession arrangements that would differentiate it from peer advisory practices.

## Questions

### Who runs investment decisions at Caissa Wealth Strategies?

No named principals or CIO appear in public records. Investment decisions rest with the firm’s advisory team.

### Does Caissa Wealth Strategies participate in fund commitments or only direct deals?

Available information shows only advisory and planning services. No fund commitments or direct deals are disclosed.

### What investment stages does Caissa Wealth Strategies typically target?

The firm provides ongoing advisory services to existing high-net-worth clients. No stage-specific targets are stated.

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Last updated: 2026-07-10T21:07:08.000Z

Canonical page: https://altss.com/profile/caissa-wealth-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology