Reap In Wealth Management, LLC

Overview

Reap In Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on advice and portfolio management for individuals, families and small-business owners. The firm offers integrated financial planning and discretionary portfolio management while also acting as a capital allocator—selecting outside advisers and directing client capital to third-party managers when appropriate. Its fee arrangements are flexible, including percentage-of-assets, hourly and fixed-fee engagements, which supports working with a mix of smaller, advice-driven clients and higher-touch relationships. Investment behavior shows a mix of equity and fixed-income emphasis: the largest reported bucket is exchange-traded equities, while the firm’s stated preference is toward fixed income, indicating a balanced or liability-sensitive approach across client solutions. Reap In Wealth Management, LLC does not position itself as an active ESG investor. It also has relationships with accountants and insurance companies for referral and coordination on client planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices