Rasp Wealth Solutions, LLC

Overview

Rasp Wealth Solutions, LLC is an independent registered investment adviser, SEC-registered in 2023 and owned by an individual. The firm serves primarily individuals and families, with services oriented around financial planning, portfolio management for individuals and small businesses, and pension consulting. Its stated fee arrangements include both percentage-of-assets and fixed fees. Investment activity shows a clear tilt toward equities as the preferred asset class, delivered through separately managed accounts and exchange-traded instruments, while real estate exposure is accessed through third-party alternative managers and mutual funds are used for additional exposure. The adviser does not position itself as an ESG specialist, and it is not structured as a capital allocator or part of a related-adviser group. Given the firm’s service mix, client relationships are likely advisory and ongoing, with portfolio construction focused on liquid equity exposure augmented by alternative real estate allocations for diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices