Travis Woodman Raish
Investment adviser representative at Wealth With No Regrets�
10 yearsExperience
1 stateRegistered in
CFADesignation
$214.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Wealth With No Regrets�Jan 2017 to now
- Circa Capital, LLCJul 2011 to now
- Fiduciary Financial GroupAug 2019 to Sep 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (GA).
Wealth With No Regrets�
Legal name: Boomfish Wealth Group, LLC
$214.4MAssets managed
232Clients
5Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2368679
- Firm CRD
- 159201