# R2 Wealth Management Partners

> R2 Wealth Management Partners is an SEC-registered investment advisory firm in Lincoln, NE, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 338490
- Filed as: R2 WEALTH MANAGEMENT PARTNERS
- Legal name: R2 Capital Strategies, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338490
- AdvisorCensus page: https://advisorcensus.com/firm/r2-wealth-management-partners-lincoln-ne-338490

## Quick answers

**How is R2 Wealth Management Partners compensated?**
On its Form ADV (Item 5.E, October 2026), R2 Wealth Management Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is R2 Wealth Management Partners located?**
R2 Wealth Management Partners' principal office is in Lincoln, NE, according to its Form ADV.

**Is R2 Wealth Management Partners registered with the SEC or a state?**
R2 Wealth Management Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338490.

**How much does R2 Wealth Management Partners manage?**
R2 Wealth Management Partners reports $236,037,275 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (93% discretionary).

**What types of clients does R2 Wealth Management Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (400); high net worth individuals (30).

**Which custodians does R2 Wealth Management Partners use?**
R2 Wealth Management Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does R2 Wealth Management Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338490

**What changed in R2 Wealth Management Partners' recent Form ADV filings?**
In the February 2026 filing data: Registered or notice-filed in AZ, CA, CO, FL, IL, MO, NC, NV, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $236,037,275
- Discretionary: $219,560,395
- Non-discretionary: $16,476,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 400 | $133,182,965 |
| High net worth individuals | 30 | $102,854,310 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, MO, NC, NE, NV, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- r2wealth.com

## Changes in the filing (last 12 months)

### February 2026
- Registered or notice-filed in AZ, CA, CO, FL, IL, MO, NC, NV, WI.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. R2 Wealth Management Partners (CRD 338490): Form ADV filing data as of October 2026.