# Rasp Wealth Solutions, LLC

> Rasp Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 328248
- Filed as: RASP WEALTH SOLUTIONS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328248
- AdvisorCensus page: https://advisorcensus.com/firm/rasp-wealth-solutions-llc-328248

## Quick answers

**How is Rasp Wealth Solutions, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rasp Wealth Solutions, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Rasp Wealth Solutions, LLC registered with the SEC or a state?**
Rasp Wealth Solutions, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328248.

**How much does Rasp Wealth Solutions, LLC manage?**
Rasp Wealth Solutions, LLC reports $105,750,102 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Rasp Wealth Solutions, LLC's assets and staff changed since 2024?**
In the Form ADV data for Rasp Wealth Solutions, LLC: Regulatory assets under management: $99,203,857 in the October 2024 data and $105,750,102 in the October 2026 data, up 7%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rasp Wealth Solutions, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (62); high net worth individuals (27).

**Which custodians does Rasp Wealth Solutions, LLC use?**
Rasp Wealth Solutions, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Rasp Wealth Solutions, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328248

**Does Rasp Wealth Solutions, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 9, 2026 says: "RASP does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Rasp Wealth Solutions, LLC's recent Form ADV filings?**
In the December 2025 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Account minimum: None

> RASP does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $105,750,102
- Discretionary: $105,750,102
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $10,128,806 |
| High net worth individuals | 27 | $95,621,296 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, IN, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- raspwealthsolutions.com
- Facebook @RaspWealthSolutions
- LinkedIn @jason-rasp-95a9a02

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $99,203,857 | 2 | April 19, 2024 |
| October 2025 | $103,706,235 | 2 | March 27, 2025 |
| October 2026 | $105,750,102 | 2 | September 30, 2026 |

Regulatory assets under management: $99,203,857 in the October 2024 data and $105,750,102 in the October 2026 data, up 7%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rasp Wealth Solutions, LLC (CRD 328248): Form ADV filing data as of October 2026.