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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RASP WEALTH SOLUTIONS, LLC

CRD 328248

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7cab18b-b5be-089d-e3cc-f45b9eebe4be

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Sep 5, 2023 to Mar 24, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $106MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $106M
Private client RAUM: $106MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $52.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 237
Individual clients: 62
High net worth clients: 27
Custody, client assets: $4.6M
SEC number: 801-128832
CIK: 2059754
CRD: 328248
Filings on the tape: 12
First filed: Sep 5, 2023
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, IN
Website: raspwealthsolutions.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON WENDELL RASP	n/a	FISHERS, IN	2	30	3	no
WENDEE L. MANIAGO	n/a	FISHERS, IN \| Noblesville, IN	2	18	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RASP, JASON, WENDELL	Ceo	E	yes	10/2023	Oct 20, 2023	Apr 19, 2024
GOFORTH, SONIA, ANN	CHIEF COMPLIANCE OFFICER	Na	no	08/2023	Sep 5, 2023	Apr 19, 2024
MANIAGO, WENDEE, L.	CHIEF OPERATING OFFICER	Na	no	10/2023	Mar 6, 2024	Apr 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 24, 2026	$106M	$106M	2	2	n/a	n/a
2024	Mar 27, 2025	$104M	$104M	2	2	n/a	n/a
2023	Mar 29, 2024	$99.2M	$99.2M	382	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$106M	$104M	2.0%	n/a	n/a	2	2	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	2	Oct 31, 2023	Oct 20, 2023	INDIANAPOLIS, IN	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (2)

← JASON WENDELL RASPAdvisorregistration: current employment
Oct 20, 2023 to presentfactForm ADV
← WENDEE L. MANIAGOAdvisorregistration: current employment
Oct 20, 2023 to presentfactForm ADV

Owns (2)

← GOFORTH, SONIA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 5, 2023 to Apr 19, 2024factForm ADV
← MANIAGO, WENDEE, L.OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 6, 2024 to Apr 19, 2024factForm ADV

Controls (1)

← RASP, JASON, WENDELLOwnerCEO, ownership code E, individual
Oct 20, 2023 to Apr 19, 2024factForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out, same day
Oct 31, 2023 to Oct 20, 2023factForm ADV

Dated events

Occurred
Oct 31, 2023
Team lift-out
2 advisors left UBS Financial Services Inc. (Indianapolis, IN) for Rasp Wealth Solutions, LLC on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Oct 20, 2023
Control person left
Sean Kevin Woodard (Member And Manager) no longer on Schedule A of Rasp Wealth Solutions, Llc (listed 2023-09-11, absent 2023-10-20)
Form ADVobserved 4 days ago
Occurred
Oct 20, 2023
Control person joined
Wendell Jason Rasp (Ceo) appeared on Schedule A of Rasp Wealth Solutions, Llc
Form ADVobserved 4 days ago
Occurred
Sep 5, 2023
First Form ADV filing
Moomba Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7cab18b-b5be-089d-e3cc-f45b9eebe4be
First observed: Sep 5, 2023
Last observed: Mar 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RASP WEALTH SOLUTIONS, LLC

CRD 328248

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7cab18b-b5be-089d-e3cc-f45b9eebe4be

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON WENDELL RASP

n/a

FISHERS, IN

WENDEE L. MANIAGO

n/a

FISHERS, IN | Noblesville, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RASP, JASON, WENDELL

Ceo

yes

10/2023

Oct 20, 2023

Apr 19, 2024

GOFORTH, SONIA, ANN

CHIEF COMPLIANCE OFFICER

08/2023

Sep 5, 2023

Apr 19, 2024

MANIAGO, WENDEE, L.

CHIEF OPERATING OFFICER

10/2023

Mar 6, 2024

Apr 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$106M

n/a

2024

Mar 27, 2025

$104M

n/a

2023

Mar 29, 2024

$99.2M

382

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$106M

$104M

2.0%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Oct 31, 2023

Oct 20, 2023

INDIANAPOLIS, IN

Team lift out

Wirehouse to new firm

0.0%