This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-10-2008
- Office Locations
- 1
Office Locations
About Reap Financial Group, LLC
Austin-based REAP Financial Group provides fiduciary wealth management and retirement income planning, integrating investment management with estate planning and tax-mitigation strategies. The team serves affluent families and successful entrepreneurs with complex legacy goals, and supports clients through major life transitions such as later-life ("gray") divorce planning. Custody is held primarily at Schwab and Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Christopher Brent Heerlein
Owner, PARTNER
- CRD
- #6566768
- Ownership
- Less than 5%
HANNAH SANDRA HEERLEIN
Co-founder, Founder
- CRD
- #5743423
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
MARIAH FELIS HOLMES
Senior Adviser
- CRD
- #6492510
CHRISTOPHER JOHN HUNDL
Registered Representative
- CRD
- #5306758
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $648,236,003 | $179,170 |
| Non-Discretionary | $0 | -- |
| Total | $648,236,003 | $179,170 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing