Rasp Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
Rasp Wealth Solutions reports 89 clients. They include 62 individual clients and 27 high-net-worth individuals. Of its assets, 100.0% ($106M across 237 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 10% |
| High-net-worth individuals | 30% | 90% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 62 | $10.1M | 9.6% | $163K |
| High-net-worth individuals | 27 | $95.6M | 90.4% | $3.54M |
| Total | 89 | $106M | 100% | $1.19M |
- Clients
- 62
- Regulatory AUM
- $10.1M
- AUM share
- 9.6%
- Avg. per client
- $163K
- Clients
- 27
- Regulatory AUM
- $95.6M
- AUM share
- 90.4%
- Avg. per client
- $3.54M
Total
- Clients
- 89
- Regulatory AUM
- $106M
- AUM share
- 100%
- Avg. per client
- $1.19M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Rasp Wealth Solutions charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning-only clients pay a fixed fee of up to $4,000; ongoing planning is an annual fee set in the agreement and charged quarterly.
Jason Rasp owns 75% or more of Rasp Wealth Solutions. The leadership team of Rasp Wealth Solutions includes Chief Operating Officer Wendee Maniago and Chief Compliance Officer Sonia Goforth. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Rasp Wealth Solutions, LLC
Jason Rasp
Control person · since October 2023
Rasp Wealth Solutions’ regulatory assets grew from $99.2M (April 2024) to $106M (September 2026); clients rose from 60 to 89 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $106M | 89 | 2 | 1 |
| Mar 2025March 2025 | $104M | 67 | 2 | 1 |
| Apr 2024April 2024 | $99.2M | 60 | 2 | 1 |
Besides its headquarters, Rasp Wealth Solutions has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Rasp Wealth Solutions, LLC
- Headquarters
- Not reported
- Website
- raspwealthsolutions.com
- Phone
- 463-248-6395
- SEC file
- 801-128832
- Structure
- Indiana LLC
- Fiscal year end
- December
Rasp Wealth Solutions’ named custodian for separately managed accounts is Fidelity ($106M). Rasp Wealth Solutions has custody of $4.58M for 39 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $106M100%
At year end, Rasp Wealth Solutions’ separately managed accounts were mostly in stocks (64%) and funds (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $300M across 97 positions; the largest are Eli Lilly & CO (67.8%), Invesco Qqq TR (2.6%) and Vanguard Index Fds (1.4%).
What the accounts hold
- Stocks64%
- Funds34%
- Cash2%
How many clients does Rasp Wealth Solutions have?
Rasp Wealth Solutions has 89 clients and manages $106 million for them, as of September 2026. They include 62 individual clients and 27 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Rasp Wealth Solutions offer?
Rasp Wealth Solutions provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Rasp Wealth Solutions charge?
Rasp Wealth Solutions charges 1.00%–1.50% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Source: RASP WEALTH SOLUTIONS ADV PART 2A, filed 30 September 2026
Which custodians does Rasp Wealth Solutions use?
Rasp Wealth Solutions’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $106M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Rasp Wealth Solutions have?
Rasp Wealth Solutions has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Rasp Wealth Solutions invest in?
At the end of its last fiscal year, Rasp Wealth Solutions’ separately managed accounts held 64% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Rasp Wealth Solutions?
Rasp Wealth Solutions’ direct owner is Jason Rasp (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Rasp Wealth Solutions get paid?
Rasp Wealth Solutions is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Rasp Wealth Solutions?
Its phone number is 463-248-6395. Its website is raspwealthsolutions.com.
