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R2 WEALTH MANAGEMENT PARTNERS
Legal name: R2 CAPITAL STRATEGIES, LLC
CRD 338490File 801-134643
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$236.0M
Below cohort median (national)
Discretionary AUM
$219.6M
Non-discretionary $16.5M
Clients
430
883 accounts
Employees
3
Bottom 25% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Dec 1, 2025
- Principal office
- 6940 O STREET, SUITE 300, LINCOLN, NE, 68510
- Phone
- 402-489-9375
- Website
- https://www.r2wealth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $236.0M
- Discretionary AUM
- $219.6M
- Non-discretionary AUM
- $16.5M
- Discretionary accounts
- 818
- Non-discretionary accounts
- 65
- Total accounts
- 883
- AUM per client
- $549K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $102.9M |
| Individuals (other than high net worth individuals) | 400 | $133.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.