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REAP FINANCIAL GROUP, LLC

AUSTIN, TX · CRD 144560 · IAPD ↗ · reapfinancial.com · 512-249-7300

$648.2MRegulatory AUM
6Advisory reps
28Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
September 2026 — REAP FINANCIAL GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — REAP FINANCIAL GROUP, LLC reported RAUM up 27% ($510.2M -> $648.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2025 — REAP FINANCIAL GROUP, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
July 2025 — REAP FINANCIAL GROUP, LLC changed its website from taxfreedomsummit.com to reapfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
July 2025 — REAP FINANCIAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2025 — REAP FINANCIAL GROUP, LLC changed its website from reapprivateclient.com to taxfreedomsummit.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2025 — REAP FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($443.5M -> $510.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
July 2024 — REAP FINANCIAL GROUP, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.