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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Rasp Wealth Solutions, LLC
Rasp Wealth Solutions is an Indiana-based advisory firm serving high-net-worth individuals, business owners, and retirees with financial planning, tax-aware retirement strategy, and small-business guidance. The team builds and monitors customized portfolios using an in-house investment process and models across stocks, ETFs, mutual funds, and individual fixed income. Client experience includes an Orion login portal; custody includes Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
JASON WENDELL RASP
advisor, Chief Executive Officer, Founder, Owner
- CRD
- #2689513
- Ownership
- 75% or more
Sonia Ann Goforth
Chief Compliance Officer
- CRD
- #2544170
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,750,102 | $446,203 |
| Non-Discretionary | $0 | -- |
| Total | $105,750,102 | $446,203 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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