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RO2 WEALTH
RO2 WEALTH LLC
CRD 335232
2991 SACRAMENTO ST, UNIT # 177, BERKELEY, CA, 94702, United States
Phone
510 423 3203
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.1M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
All web addresses on file
Official SEC filing: View on IAPD