RASP Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RASP Wealth Solutions provides personalized financial planning and both discretionary and non-discretionary investment management to individuals, high-net-worth clients, and institutional entities, including family offices, trusts, private foundations, and qualified retirement plans. Services include comprehensive written financial plans, ongoing portfolio management, and non-discretionary retirement plan advisory and participant education.
The firm’s process begins with a detailed, client-specific financial planning exercise to document goals, tax considerations, liquidity needs and risk tolerance, and uses that as the basis for portfolio construction. Investment decisions draw on fundamental, quantitative and technical analysis and generally follow a long-term orientation while allowing shorter-term trades when appropriate to client objectives.
Noteworthy for a firm of its size, RASP’s brochure discloses the firm’s use of approved artificial intelligence and AI-enabled tools to support research, analysis and business operations and explicitly identifies AI-related risks. The firm also accepts a broad mix of client types and offers standalone financial planning alongside ongoing management and plan advisory services, a combination less commonly disclosed by similarly sized advisers.
Client services
Expertise
Fee options
Financial planning fees up to $4,000 depending on complexity; fixed fees for financial planning services
Up to $499,999 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $9,999,999: 1.00% $10,000,000+: negotiable
Main office
Fishers IN
Advisors at this office
2
Most active in
Colorado · Indiana · Michigan
Also doing business as
Moomba Wealth Management · Moomba Wealth Management, LLC · Rasp Wealth Solutions, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wendee M
Series 66
Fishers, IN
RASP Wealth Solutions, LLC
Wendee Maniago is a financial advisor at RASP Wealth Solutions, LLC with 18 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 14 years and Merrill for one year. Outside of finance, she is an officer of Maniago Enterprises, LLC, a non-investment-related business. RASP Wealth Solutions offers personalized financial planning and investment management services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach combines fundamental, quantitative, and technical analysis, with a focus on long-term orientation while accommodating shorter-term trades as needed.
Jason R
Series 63, Series 65
Fishers, IN
RASP Wealth Solutions, LLC
Jason Rasp is a financial advisor with RASP Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His previous roles include positions at UBS Financial Services, Merrill, and Robert Baird & Co. since 2001. RASP Wealth Solutions provides personalized financial planning and investment management for individuals, high-net-worth clients, and institutional entities such as family offices and trusts. The firm employs a comprehensive, client-specific planning process and integrates fundamental, quantitative, and technical analysis with a long-term investment orientation while utilizing AI-enabled tools in its research and operations.
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