R2 WEALTH MANAGEMENT PARTNERS

Company Profile

As of Date 09/14/2026
ADV Location United States, NE
Websites
AUM* 352,371,998 -43%
of that, discretionary 327,045,118 -9%
Number of Employees 11 38%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 285,553 -43%
High Net Worth 7.30% -35%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

358M 306M 255M 204M 153M 102M 51M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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