R2 WEALTH MANAGEMENT PARTNERS

RIASEC RegisteredEst. 2025

Total AUM

$236M

Discretionary

$220M

93% of AUM

Avg account

$267K

Accounts

883

Employees

Advisory reps

Firm details

Headquarters: LINCOLN, Nebraska
CRD number: 338490
Registered since: December 1, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.42%
HNWI43.58%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

R2 Wealth Management Partners is an independent, individually owned registered investment adviser organized as an LLC. The firm serves primarily individuals and families and provides a mix of financial planning and portfolio management services alongside educational programming and published commentary. Its service set on record includes portfolio management for individuals and small businesses, financial planning, pension consulting-related services, the publication of periodicals or newsletters, and seminars or workshops. R2 charges fees via a mix of percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The adviser does not present itself as an active ESG investor and is not registered as a multi-state adviser.