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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-10-2024
- Office Locations
- 1
Office Locations
About SOW AND Reap Financial LLC
Sow and Reap Financial LLC is a Rocklin, CA RIA providing wealth management and financial planning for individuals and entrepreneurs, with a long-term, goals-based approach to portfolio design and implementation. Investment use includes ETFs and fixed income (including U.S. government/agency exposure) alongside private funds. Custody includes Schwab and Fidelity. Led by Tristan Payne, AWMA®, CRPC®, a former Silicon Valley industrial engineering manager.
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Owner & Executives
Tristan Payne
Owner, President
- CRD
- #7913685
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,631,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,631,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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