Caissa Wealth Strategies, Llc
- Regulatory AUM
- $297M
- Discretionary
- $295M
- Clients
- 153
- Avg AUM / client
- $1.9M
- Accounts
- 175
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $27.4M | 9.24% |
| High net worth individuals | 95 | $270M | 90.8% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly Sue Olson Pedersen | Managing Member/Chief Compliance Officer | CFP | Dec 2010 (16y) | 75% or more |
| Merissa Joleen Perkins | Registered representative | CFP Chartered Financial Consultant | Oct 2017 (9y) | |
| Aimee Nicole Bauman | Registered representative | CFP Chartered Financial Consultant | Sep 2019 (7y) | |
| Andrew Joseph Campbell | Registered representative | CFP | Jul 2021 (5y) | |
| Frederick Robert Semmer | Registered representative | CFA | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $275M (93% of AUM) Mar 2026
- American Funds/Cb&T $1.5M (1% of AUM) May 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗