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| KP Financial Management LLC DBA Caissa Wealth Strategies
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|---|---|
| CRD # | 150458 |
| SEC # | 801-114229 |
| CIK # | |
| AUM | 297.0 M (2026-03-10) |
| Employees | 10 (60% 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) | 58 | 27.4 |
| (b) Individuals (high net worth individuals) | 95 | 269.5 |
| (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 | 175 | 297.0 |
| By Discretionary | ||
| Discretionary | 153 | 295.2 |
| Non-Discretionary | 22 | 1.8 |
| Total | 175 | 297.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.0 | |
| Total | 175 | 297.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
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OR | 300.4 M |
|
Stonecrop Wealth Advisors LLC
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|
PA | 299.5 M |
|
Maner Wealth LLC
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MI | 299.5 M |
|
Peterson Financial Group Inc
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|
IA | 299.2 M |
|
Core Capital Management and Research Inc
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|
TX | 298.8 M |
|
Calder Investment Advisors
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|
MI | 297.0 M |
|
Birchbrook
✚
|
ME | 296.5 M |
|
Private Portfolios Inc
✚
|
CA | 293.5 M |
|
Saybrook Wealth Group Inc
✚
|
CT | 292.1 M |