KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES
Legal name: CAISSA WEALTH STRATEGIES
CRD #150458 SEC #801-114229 BLOOMINGTON, MN 612-426-6007
SEC Registered
Total AUM
$286.3M
Discretionary
$284.3M
Employees
10
Clients
10
Accounts
593
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $286.3M | $284.3M | $2M | 10 | 0 |
| Feb 2025 | $286.3M | $284.3M | $2M | 10 | 0 |
| Mar 2024 | $251M | $248.5M | $2.5M | 8 | 0 |
| Oct 2023 | $220.7M | $218.7M | $2.1M | 10 | 1 |
| Mar 2023 | $220.7M | $218.7M | $2.1M | 10 | 1 |
| Feb 2023 | $220.7M | $218.7M | $2.1M | 10 | 1 |
| Apr 2022 | $239M | $236.4M | $2.6M | 8 | 0 |
| Apr 2022 | $239M | $236.4M | $2.6M | 8 | 0 |
| Mar 2022 | $239M | $236.4M | $2.6M | 8 | 0 |
| Mar 2022 | $239M | $236.4M | $2.6M | 8 | 0 |
| Mar 2021 | $175.8M | $168.6M | $7.2M | 4 | 5 |
| Mar 2021 | $175.8M | $168.6M | $7.2M | 4 | 5 |
| Aug 2020 | $141.3M | $128.4M | $12.8M | 4 | 5 |
| Jun 2020 | $141.3M | $128.4M | $12.8M | 4 | 5 |
| Jan 2020 | $141.3M | $128.4M | $12.8M | 4 | 5 |
| Sep 2019 | $136.6M | $125.3M | $11.3M | 4 | 5 |
| May 2019 | $118.5M | $109M | $9.5M | 3 | 5 |
| Feb 2019 | $118.5M | $109M | $9.5M | 3 | 5 |
| Oct 2018 | $115.9M | $107.6M | $8.3M | 3 | 0 |
DateMay 2025
Total AUM$286.3M
Discretionary$284.3M
Non-Disc.$2M
Employees10
Clients0
DateFeb 2025
Total AUM$286.3M
Discretionary$284.3M
Non-Disc.$2M
Employees10
Clients0
DateMar 2024
Total AUM$251M
Discretionary$248.5M
Non-Disc.$2.5M
Employees8
Clients0
DateOct 2023
Total AUM$220.7M
Discretionary$218.7M
Non-Disc.$2.1M
Employees10
Clients1
DateMar 2023
Total AUM$220.7M
Discretionary$218.7M
Non-Disc.$2.1M
Employees10
Clients1
DateFeb 2023
Total AUM$220.7M
Discretionary$218.7M
Non-Disc.$2.1M
Employees10
Clients1
DateApr 2022
Total AUM$239M
Discretionary$236.4M
Non-Disc.$2.6M
Employees8
Clients0
DateApr 2022
Total AUM$239M
Discretionary$236.4M
Non-Disc.$2.6M
Employees8
Clients0
DateMar 2022
Total AUM$239M
Discretionary$236.4M
Non-Disc.$2.6M
Employees8
Clients0
DateMar 2022
Total AUM$239M
Discretionary$236.4M
Non-Disc.$2.6M
Employees8
Clients0
DateMar 2021
Total AUM$175.8M
Discretionary$168.6M
Non-Disc.$7.2M
Employees4
Clients5
DateMar 2021
Total AUM$175.8M
Discretionary$168.6M
Non-Disc.$7.2M
Employees4
Clients5
DateAug 2020
Total AUM$141.3M
Discretionary$128.4M
Non-Disc.$12.8M
Employees4
Clients5
DateJun 2020
Total AUM$141.3M
Discretionary$128.4M
Non-Disc.$12.8M
Employees4
Clients5
DateJan 2020
Total AUM$141.3M
Discretionary$128.4M
Non-Disc.$12.8M
Employees4
Clients5
DateSep 2019
Total AUM$136.6M
Discretionary$125.3M
Non-Disc.$11.3M
Employees4
Clients5
DateMay 2019
Total AUM$118.5M
Discretionary$109M
Non-Disc.$9.5M
Employees3
Clients5
DateFeb 2019
Total AUM$118.5M
Discretionary$109M
Non-Disc.$9.5M
Employees3
Clients5
DateOct 2018
Total AUM$115.9M
Discretionary$107.6M
Non-Disc.$8.3M
Employees3
Clients0