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RAISON ASSET MANAGEMENT

TALLINN, Estonia · CRD 282147 · IAPD ↗ · wealth.raison.app · +372 6600288

$106.1MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
1Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
May 2026 — RAISON ASSET MANAGEMENT reported RAUM down 52% ($219.9M -> $106.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
April 2025 — RAISON ASSET MANAGEMENT reported RAUM up 266% ($55.6M -> $203.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
1
April 2024 — RAISON ASSET MANAGEMENT changed its website from raison.am to wealth.raison.app.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
20
April 2024 — RAISON ASSET MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.