Rasp Wealth Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328248
- Registered since
- October 19, 2023
- Website
- www.raspwealthsolutions.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.42%
- Individuals9.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rasp Wealth Solutions, LLC is an independent, SEC-registered registered investment adviser formed in 2023 and organized as an LLC under individual ownership. The firm focuses on advisory work for individuals and families, providing financial planning, portfolio management for individual and small-business clients, and pension consulting services. Its retail fee model combines percentage-of-AUM billing with fixed fees. The firm does not present itself as a capital allocator; it manages client portfolios directly rather than operating as a fund-of-funds vehicle.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities64%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Wendee Maniago
COOCRD 5236770
Sonia Goforth
Chief Compliance OfficerCRD 2544170
Contacts
1 of 1
Jason Rasp
Owner and AdvisorCRD 2689513
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$59.2M in ETFs
87%
$51.7M
9%
$7.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.7M | 10,479 | 13.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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