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R2 WEALTH MANAGEMENT PARTNERS
R2 CAPITAL STRATEGIES, LLC
CRD 338490 · SEC 801-134643
6940 O STREET, SUITE 300, LINCOLN, NE, 68510, United States
Phone
402-489-9375
Fax
402-489-0941
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$236.0M
Discretionary AUM
$219.6M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 400 | $133.2M |
| High net worth individuals | 30 | $102.9M |
States served
AZ, CA, CO, IL, NE, NV, NC, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD