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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-31-2008
- Office Locations
- 3
Office Locations
About Reap IN Wealth Management, LLC
REAP In Wealth Management, LLC is a fiduciary, multidisciplinary advisory firm led by David Morgan (MSFS, CEA, CFF, RMA). The team provides investment management and comprehensive planning, integrating estate, income and tax planning with risk analysis for individuals and families, including retirees. Portfolios emphasize diversified allocation using ETFs, mutual funds and bonds; clients can custody at Charles Schwab.
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Investment Themes
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Owner & Executives
David Morgan
Financial Advisor, General Partner, Managing Member
- CRD
- #1162104
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CARTER ANDREW HATCH
--
- CRD
- #2899539
SUZANNA CAMILE KOIZUMI
Investment Advisor Representative
- CRD
- #863226
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,461,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,461,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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