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R2 WEALTH MANAGEMENT PARTNERS

LINCOLN, NE · CRD 338490 · IAPD ↗ · r2wealth.com · 402-489-9375

$236.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — R2 WEALTH MANAGEMENT PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
50
February 2026 — R2 WEALTH MANAGEMENT PARTNERS notice-filed in AZ, CA, CO, FL, IL, MO, NC, NV, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
January 2026 — R2 WEALTH MANAGEMENT PARTNERS (LINCOLN, NE) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.