R2 Wealth Management Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated April 1, 2026, reports $236M in regulatory assets under management, 3 employees, 2 offices, and 883 accounts.
Assets Under Management
$236M
Employees
3
Offices
2 offices
Total Clients
430
Primary office
LINCOLN, NE
6940 O STREET, SUITE 300, LINCOLN, NE, United States
Top client segmentIndividuals represent 93.0% of total clients.
Top client categories% of clientsClients
1
Individuals
93.0%
400
2
HNWI
7.0%
30
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$236Mas of April 1, 2026
Discretionary93.0%
$220M
93% of total RAUM93.0%
Non-discretionary7.0%
$16M
7% of total RAUM7.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$236M
Total Accounts883
10Y AUM Change+$236M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee143:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.