SourcingSourcing

RASP WEALTH SOLUTIONS, LLC

B61
CRD 328248·SEC 801-128832
AUM
$105.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$317K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RASP WEALTH SOLUTIONS, LLC
CRD
328248
SEC file #
801-128832
EIN
—
DBA names
—

Economics

AUM
$105.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$103.7M → $105.8M▲ +2%
Client mix
Individuals Other62
Individuals High Net Worth27

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
raspwealthsolutions.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RASP, JASON, WENDELL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RASP, JASON, WENDELL
GOFORTH, SONIA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
RASPWEALTHSOLUTIONS.COM
Rdap Domain Creation Date
2023-08-31T19:10:52Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Rdap Domain Expiration Date
2027-08-31T19:10:52Z
Rdap Domain Last Changed
2025-09-01T12:30:28Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2689513
Trust Company Affiliate
No

People (3)

3
RASP, JASON, WENDELL
IAR · Direct Owner · 87.5%
2689513
MANIAGO, WENDEE, L.
IAR · Executive Officer · 2.5%
5236770
Sonia Ann Goforth
Executive Officer · 2.5%
2544170