Overview
Assets Under Management: $106 million
High-Net-Worth Clients: 27
Average Client Assets: $3.5 million
Frequently Asked Questions
RASP WEALTH SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328248), RASP WEALTH SOLUTIONS, LLC is subject to fiduciary duty under federal law.
RASP WEALTH SOLUTIONS, LLC serves 27 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, RASP WEALTH SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RASP WEALTH SOLUTIONS, LLC manages $106 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, RASP WEALTH SOLUTIONS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.42%
Average Client Assets: $3.5 million
Total Client Accounts: 237
Discretionary Accounts: 237
Regulatory Filings
CRD Number: 328248
Filing ID: 2080945
Last Filing Date: 2026-03-24 11:58:41