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| Happy Holidays!! thanks for using AUM13F!! |
| KP Financial Management LLC DBA Caissa Wealth Strategies
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| CRD # | 150458 |
| SEC # | 801-114229 |
| CIK # | |
| AUM | $286.3 M (2025-05-21) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 612-426-6007 |
| Address | 7825 Washington Ave S Bloomington, MN 55439 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 25.1 |
| (b) Individuals (high net worth individuals) | 93 | 261.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 593 | 286.3 |
| By Discretionary | ||
| Discretionary | 570 | 284.3 |
| Non-Discretionary | 23 | 2.0 |
| Total | 593 | 286.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 286.3 | |
| Total | 593 | 286.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cottage Street Advisors LLC
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|
MA | 0.3 |
|
Wetzel Investment Advisors Inc
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|
IN | 0.3 |
|
Wealthview Capital LLC
✚
|
MS | 0.3 |
|
Asia Pacific Financial Management Group Inc
✚
|
0.3 | |
|
Decker Retirement Planning Inc
✚
|
UT | 0.3 |
|
BETO Financial Group LLC
✚
|
ID | 0.3 |
|
Robasciotti & Associates Inc
✚
|
0.3 | |
|
Hutto Retirement Advisors LLC
✚
|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 | |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.3 |