DBA: CAISSA WEALTH STRATEGIES
| Total AUM | $297.0M |
| Discretionary | $295.2M99% of AUM |
| Non-Discretionary | $1.8M |
| Client Accounts | 175 |
| Avg Account Size | $1.7M |
| Employees | 10 |
| Peak AUM | $297.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $297M | +3.7% | +10.4% | +11.1% | |
| Discretionary AUM | |||||
| Total AUM | $297.0M |
| Discretionary | $295.2M |
| Employees | 10 |
| Client Accounts | 175 |
| Client Range | 1-10 |
Address
7825 WASHINGTON AVE S.
BLOOMINGTON MN 55439
Phone
612-426-6007
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$295M
99.4% of AUM
Non-Discretionary
$2M
0.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +13.5% /yrover 7 yrs · 21 filings |
Total AUM
$297M
| $295M |
| +3.9% |
| +10.5% |
| +11.9% |
| Non-Disc. AUM | $2M | 13.8% | 5.0% | 24.6% |
| Total Accounts | 175 | 70.5% | 30.5% | 17.0% |
| Avg Account Size | $2M | +251.5% | +58.8% | +33.7% |
| Employees | 10 | 0.0% | 0.0% | +20.1% |
| AUM / Employee | $30M | +3.7% | +10.4% | 7.5% |
Client AUM Segments | |||||
| Wealth AUM | $297M | +3.7% | +10.4% | +11.1% | |
Client Count Segments | |||||
| HNW Clients | 58 | 9.4% | +0.6% | +4.7% | |
| Individuals | 95 | +2.2% | +6.3% | +10.0% | |