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Caissa Wealth Strategies

Caissa Wealth Strategies. CRD 150458

Caissa Wealth Strategies logo

CRD: 150458

Caissa Wealth Strategies

Bloomington, MN, 55439
6124266007
www.caissawealth.com
$297.0M Total AUM
$295.2M Disc. AUM
-- 3Y CAGR
10 Employees
153 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Eagle crestBeacon +more
Established Date
12-11-2013
Office Locations
1

Office Locations

7825 Washington AVE S. Suite 725 Bloomington MN

About Caissa Wealth Strategies

CAISSA Wealth Strategies is an RIA serving business owners, executives, and families navigating major wealth transitions (business sales, retirement, estate events, divorce) with legacy and philanthropic planning. The firm integrates investment planning with tax, insurance, and estate/wealth transfer guidance, building portfolios using stress-tested "torpedo proofing," an income-tranching withdrawal framework, and proprietary R.U.L.E.S. investment due diligence (including on-site visits). Custodies with Schwab.

Team overview

46 AVG AGE
$49.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.8 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Quantum catalyst Horizon ember Atlas Element Ridge

Client Personas

Momentum unison

CRM

Catalyst Frontier

Custodian

Insight wave Wave Vital atlas

Investment Themes

Value Harbor timber

Investment Vehicles

Beacon wave

Platform

Fusion foundation

Services

Ember quantum Glacier signal Focus radial Ridge Fusion ridge Pioneer North Pioneer Prime Crest Frontier Pioneer signal

Technology

Catalyst beacon Summit fusion Foundation vital Meridian Optima capital Alpha foundation

Owner & Executives

K

KELLY SUE OLSON PEDERSEN

Advisor, Chief Compliance Officer, Managing Member

CRD
#4301810
Ownership
75% or more
(738) 756-6607
atlas.summit@momentumcapital.com
in linkedin.com/in/capital-catalyst
H

HALINA NICHOLAYEVNA ALEXEJUN

DIRECTOR OF OPERATIONS

CRD
--
Ownership
Less than 5%
(283) 424-6029
eagle.focus@elementcapital.com
in linkedin.com/in/north-catalyst
F

Foundation crest

Matrix vital

CRD
#43721
Ownership
6.8%
(861) 718-4053
prime.frontier@bridgecapital.com
in linkedin.com/in/capital-signal

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Contacts

Andrew Joseph Campbell

Andrew Joseph Campbell

Director

CRD
#7419336
(695) 728-9273
oak.signal@vertexcapital.com
in linkedin.com/in/insight-catalyst
MERISSA JOLEEN PERKINS

MERISSA JOLEEN PERKINS

Wealth Manager

CRD
#5634034
(701) 293-3902
signal.legacy@peakcapital.com
in linkedin.com/in/horizon-zenith
E

Ember vector

Peak fusion

CRD
#58461
(934) 937-2588
glacier.alpha@embercapital.com
in linkedin.com/in/radial-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-27-2022
10-12-2023
03-01-2024
05-21-2025
03-10-2026
Category Assets AVG. Account size
Discretionary $295,217,299 $1,929,525
Non-Discretionary $1,759,283 $79,967
Total $296,976,582 $1,697,009

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Separately Managed Accounts

Total SMA Asset: $296,976,582

$297.0M Total SMA
Public Funds:
24.2%
Equity - Exchange:
31.6%
Municipal Bonds:
22.7%
Cash:
21.5%
Asset class Assets Assets %
Public Funds $1,047,974,990 24.2%
Equity - Exchange $1,368,430,152 31.6%
Municipal Bonds $983,017,862 22.7%
Cash $931,052,161 21.5%
Total $4,330,475,165 100.0%

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