Rasp Wealth Solutions, LLC
● SEC registered since 2023CRD 328248SEC# 801-128832
Reg. AUM
$105.8M
Employees
2
Accounts
237
Location
—
About Rasp Wealth Solutions
Rasp Wealth Solutions supports clients' visions with dynamic planning and investing across retirement, estate, investment, insurance, and tax topics. It has an in-house investment process and portfolio modeling.
Summary based on the firm’s website.
Rasp Wealth Solutions, LLC assets under management
Rasp Wealth Solutions, LLC is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $105.8 million in regulatory assets under management and employs 2 people.
Rasp Wealth Solutions, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Wendell Rasp Control | Ceo | Over 75% | 2023 |
| Sonia Ann Goforth | Chief Compliance Officer | Under 5% | 2023 |
| Wendee L. Maniago | Chief Operating Officer | Under 5% | 2023 |
Frequently asked questions
How much does Rasp Wealth Solutions, LLC manage?
Rasp Wealth Solutions, LLC reports $105.8 million in regulatory assets under management on its Form ADV.
How many employees does Rasp Wealth Solutions, LLC have?
Rasp Wealth Solutions, LLC reports 2 employees.
Does Rasp Wealth Solutions, LLC disclose fund performance?
Rasp Wealth Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 463-248-6395 |
| Office hours | Private Residence Not Used For Client Meetings |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2059754 |
| Discloses disciplinary history | No |
Regulatory AUM
$105.8M▲ 2%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$105.8Mregulatory AUM
Discretionary $105.8M