AdFi
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REAP FINANCIAL GROUP, LLC

SEC Registered
AUSTIN, TXhttps://reapfinancial.com512-249-7300
Assets Under Management
$500M–$1B
Employees
28
Office Locations
4 offices
Total Accounts
3618

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)1,121$338M
High Net Worth Individuals163$308M

0 total clients reported on Form ADV.

Leadership

Llc Reap Group
MEMBER
Sandra Kay Newman
CO-FOUNDER
Hannah Sandra Heerlein
CO-FOUNDER
Christopher Brent Heerlein
PARTNER
Hannah Sandra Heerlein
MEMBER
Sandra Kay Newman And Jeffrey Anthony Newman Revocable Trust
MEMBER

Office locations

4 offices in 1 state
TX
AUSTINHQ
TX
AUSTIN
TX
GEORGETOWN

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#144560
SEC Number
801-118413
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee

Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REAP FINANCIAL GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

REAP FINANCIAL GROUP, LLC in AUSTIN, TX - Financial Advisory Firm | AdvisorFinder