RASP Wealth Solutions, LLC
SEC RegisteredYour Vision, Our Planning & Investment Process
About the firm
RASP Wealth Solutions supports clients' financial visions through dynamic planning and investing, developing investment processes and portfolio modeling in house and customizing them to fit personal needs, goals, and risk tolerance. They build portfolios made of stocks, ETFs, mutual funds, and individual fixed income as needed.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, tax strategy, small business advising, and high-net-worth investment solutions, with a process encompassing listening, design, implementation, portfolio construction and management, and ongoing monitoring and adjustment.
Who they serve
Individuals at any stage of life's financial journey, including those planning for retirement, high-net-worth individuals, and small business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $10M |
| High Net Worth Individuals | 27 | $96M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RASP Wealth Solutions, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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