SOW and Reap Financial LLC

Overview

SOW and Reap Financial LLC is a California-registered limited liability company owned by an individual adviser that provides financial planning and portfolio management services for individuals and small businesses. The firm’s fee schedule is flexible and includes percentage-of-assets, hourly, fixed-fee and other arrangements. It is not positioned as a multi-state advisory platform, a pension consultant, or a capital allocator. The firm does not identify as an active ESG investor. Advisory activity centers on tailored financial planning and discretionary portfolio management rather than institutional consulting or family-office investment management. The firm’s regulatory and classification fields are limited and it appears structured to serve a small, owner-operated client base.

Assets & Accounts

Investments & Alternatives