Rasp Wealth Solutions, LLC
RIASEC Registered
Total AUM
$106M
Discretionary
$106M
100% of AUM
Avg account
$446K
Accounts
237
Employees
2
Advisory reps
3
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 registered investment adviser that began SEC registration in 2023. The firm is owned by an individual and serves primarily individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Pricing is a mix of percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$59.2M in ETFs
Passive
87%
$51.7M
Active
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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