RIA IntelAdvisersCaliforniaSOW AND REAP FINANCIAL LLC

SOW AND REAP FINANCIAL LLC

Advisory

CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA
#5,108
of 5,480 advisers by AUM
Average account
$114K
across 23 accounts
AUM per adviser
$3M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM
$3M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CORTINA CAPITAL, LLC
$3M
MB BLUE GP LLC
SANTA MONICA, CA
$3M
MARTINEZ, CARLA LUCIA
$3M
WHITE STORK ASSET MANAGEMENT LLC
IRVINE, CA
$3M
MOELLER, STEVEN DIETER
EL DORADO HILLS, CA
$3M
HOLLAND STRATEGIC WEALTH ADVISORS LLC
LA JOLLA, CA
$3M

Get the full picture on SOW AND REAP FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SOW AND REAP FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans