# Raton Wealth

> Raton Wealth is a state-registered investment advisory firm in Fishers, IN, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 290027
- Filed as: RATON WEALTH
- Legal name: Raton, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fishers, IN
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290027
- AdvisorCensus page: https://advisorcensus.com/firm/raton-wealth-fishers-in-290027

## Quick answers

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

**Where is Raton Wealth located?**
Raton Wealth's principal office is in Fishers, IN, according to its Form ADV.

**Is Raton Wealth registered with the SEC or a state?**
Raton Wealth is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290027.

**How much does Raton Wealth manage?**
Raton Wealth reports $18,087,380 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**Does Raton Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290027

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,087,380
- Discretionary: $18,087,380
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,851,996 |
| High net worth individuals | Fewer than 5 | $16,235,384 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ratonwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Raton Wealth (CRD 290027): Form ADV filing data as of October 2026.