R2 WEALTH MANAGEMENT PARTNERS

8101 O Street
Suite 301
Lincoln, Nebraska 68510
Tel: 402-489-9375

About R2 WEALTH MANAGEMENT PARTNERS

R2 WEALTH MANAGEMENT PARTNERS, formally registered with the SEC as R2 WEALTH MANAGEMENT PARTNERS. The firm was established in 03/27/2019. They have over 2 offices throughout the country.

R2 WEALTH MANAGEMENT PARTNERS is a Lincoln, Nebraska based Financial Planning firm with nearly $386,182,129 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282055
SEC#	801-114893
Assets Managed by Firm	$386,182,129
No. of Clients	715
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$386,182,129
Individuals (other than high net worth individuals)	622	$148,055,800
High net worth individuals	80	$209,210,534
Pension and profit sharing plans	11	$28,681,795
Charitable organizations	2	$234,000

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