Overview
Assets Under Management: $286 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 93
Average Client Assets: $3 million
Frequently Asked Questions
KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150458), KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES is subject to fiduciary duty under federal law.
KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES is headquartered in BLOOMINGTON, MN.
KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES serves 93 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES manages $286 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 593
Discretionary Accounts: 570
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 150458
Last Filing Date: 2025-02-25 00:00:00
Website: https://caissawealth.com