# RO2 Wealth

> RO2 Wealth is a state-registered investment advisory firm in Berkeley, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 335232
- Filed as: RO2 WEALTH
- Legal name: RO2 Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Berkeley, CA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335232
- AdvisorCensus page: https://advisorcensus.com/firm/ro2-wealth-berkeley-ca-335232

## Quick answers

**How is RO2 Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), RO2 Wealth reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is RO2 Wealth located?**
RO2 Wealth's principal office is in Berkeley, CA, according to its Form ADV.

**Is RO2 Wealth registered with the SEC or a state?**
RO2 Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335232.

**How much does RO2 Wealth manage?**
RO2 Wealth reports $2,078,074 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (0% discretionary).

**Does RO2 Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335232

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,078,074
- Discretionary: $0
- Non-discretionary: $2,078,074

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | $2,078,074 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ro2wealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RO2 Wealth (CRD 335232): Form ADV filing data as of October 2026.