R2 Wealth Management Partners: new SEC registration, $236M AUM, Lincoln, NE
R2 Wealth Management Partners (Lincoln, Nebraska): new SEC registration, $236M AUM, Lincoln, NE. Its amount of 236 is above the median of 134 (72nd percentile). Dated 338 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 236 · 72th percentile of 1,149 NewRiaPulse records · 1.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related NE NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | R2 Wealth Management Partners |
| Legal name | R2 Capital Strategies, LLC |
| CRD | 338490 |
| Status | Approved |
| Registered with the SEC | 2025-12-01 |
| Latest Form ADV filing | 2026-04-01 |
| Location | Lincoln, NE, United States |
| Regulatory AUM | $236,037,275 |
| Accounts | 883 |
| Employees | 3 |
| Website | https://www.r2wealth.com/ |
| amount percentile | 72th of 1,149 (median 134, 1.8x median) |
| Peer records CSV (4 NE records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NE first): Oldfather Financial Services · Financial Design Group, LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Caxton Associates LLP · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: R2 Wealth Management Partners and 4 Nebraska peers
- Nebraska NewRiaPulse records like this one: 4
- R2 Wealth Management Partners's amount: 72nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Nebraska peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $236M under management.
- Website on file.
What is the NewRiaPulse record for R2 Wealth Management Partners in Lincoln, Nebraska?
R2 Wealth Management Partners received SEC registration as an investment adviser (2025-12-01) with $236,037,275 in regulatory assets under management, based in Lincoln, NE.
How does R2 Wealth Management Partners compare to other Nebraska NewRiaPulse records?
Its amount of 236 sits in the upper half (72th percentile) of 1,149 records; the median is 134. It is 338 days old; check the official source for later updates before acting.
R2 Wealth Management Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| R2 Wealth Management Partners | Lincoln, NE | 236 | 72nd | 2025-12-01 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Nebraska NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.