REAP Financial Group LLC

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Assets, Funds, Holdings

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REAP Financial Group LLC
CRD #144560
SEC #801-118413
CIK #0002048581
AUM $510.2 M (2025-06-05)
Employees 24 (29% Investors, 0% Brokers)
Phone512-249-7300
Address9414 Anderson Mill Road
Austin, TX 78729
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
60048036024012002011201620212026
Sector Form 13F Holdings Value ($M)
Apple Inc 5.6
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
4503602701809002022202320242026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,051 259.3
(b) Individuals (high net worth individuals) 166 250.9
(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 3,237 510.2
By Discretionary
Discretionary 3,237 510.2
Non-Discretionary 0 0.0
Total 3,237 510.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 510.2
Total 3,237 510.2
EDGAR Form CIK 2011 - 2025
13F-HR [0002048581]
Comparable Firms State AUM ($B)
Dara Capital US Inc
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Kiely Wealth Advisory Group Inc
NC 0.5
Marrella Private Wealth LLC
PA 0.5
KIRR Marbach & Company LLC
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Shakespeare Wealth Management LLC
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Winch Advisory Services LLC
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BARE Financial Services Inc
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Adaptive Financial Consulting LLC
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Madrona Financial Services LLC
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Creekside Partners Financial Advisers LLC
CA 0.5
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