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RASP WEALTH SOLUTIONS, LLC

· CRD 328248 · IAPD ↗ · raspwealthsolutions.com · 463-248-6395

$105.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — RASP WEALTH SOLUTIONS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — RASP WEALTH SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
May 2024 — RASP WEALTH SOLUTIONS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
May 2024 — RASP WEALTH SOLUTIONS, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
65
April 2024 — RASP WEALTH SOLUTIONS, LLC now reports custody of client assets ($35.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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