|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| RASP Wealth Solutions LLC
✚
|
|
|---|---|
| CRD # | 328248 |
| SEC # | 801-128832 |
| CIK # | |
| AUM | $103.7 M (2025-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 463-248-6395 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 30.2 |
| (b) Individuals (high net worth individuals) | 15 | 73.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 103.7 |
| By Discretionary | ||
| Discretionary | 67 | 103.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 67 | 103.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.7 | |
| Total | 67 | 103.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harborfront Financial LLC
✚
|
MI | 0.1 |
|
Chestnut Street Investment Counsel LLC
✚
|
PA | 0.1 |
|
Rigden Enterprises
✚
|
CO | 0.1 |
|
Coral Wealth Management LLC
✚
|
FL | 0.1 |
|
Financial Strategies Investment Advisor Services Inc
✚
|
CT | 0.1 |
|
TONE Capital LLC
✚
|
VA | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
McCormack Financial Planning Inc
✚
|
GA | 0.1 |
|
Equilibrium Wealth LLC
✚
|
0.1 | |
|
Fortitude Private Wealth Inc
✚
|
IN | 0.1 |