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Building 2RASP WEALTH SOLUTIONS, LLC

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Phone463-248-6395
NotebookSEC #801-128832
Total AUM
$105.8M
Employees
2
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
PRIVATE RESIDENCE NOT USED FOR CLIENT MEETINGS
PRIVATE RESIDENCE
Phone
463-248-6395

ReceiptFinancials

Total AUM
$105.8M
Accounts
237
Discretionary
$105.8M
Accounts
237
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$10.1M
HNW Individual Clients
27
AUM
$95.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COINMI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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