KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES
DBA: CAISSA WEALTH STRATEGIES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| 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 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $297M | +3.7% | +10.4% | +11.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $297.0M |
| Discretionary | $295.2M |
| Employees | 10 |
| Client Accounts | 175 |
| Client Range | 1-10 |
Contact & Location
Address
7825 WASHINGTON AVE S.
BLOOMINGTON MN 55439
Phone
612-426-6007
Filing History
21 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$295M
99.4% of AUM
Non-Discretionary
$2M
0.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Structure
No related registrations reported