R2 Wealth Management Partners

Overview

R2 Wealth Management Partners is an independent RIA organized as a limited liability company and owned by an individual principal. The firm is SEC-registered (registration year 2025) and primarily serves individual and family clients. Its advisory offering blends financial planning and portfolio management for individuals and small businesses with periodic educational programming and published newsletters, indicating a client-facing, education-oriented practice alongside portfolio work. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options, which suggests flexibility for both ongoing wealth management relationships and discrete planning or advisory engagements. The firm does not identify as an active ESG investor and lists pension consulting among its advisory activities, while also running seminars and periodic publications as part of its client outreach.

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Public Holdings

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Location & Offices