Wealth manager, independent · Lincoln, NE
R2 Wealth Management Partners
R2 Capital Strategies, LLC · SEC-registered investment adviser · CRD 338490 · SEC 801-134643
At a glance
R2 Wealth Management Partners is an SEC-registered investment adviser based in Lincoln, Nebraska, with $236 million in regulatory assets under management as of its Form ADV filed April 1, 2026. Its largest client group by assets is individuals, and it reports 430 individual clients. By Form ADV it is a wealth manager, ranked 5,211th of 8,915 wealth managers and 11,390th of 17,210 SEC-registered advisers by assets.
Main office 402-489-9375r2wealth.comAs filed on Form ADV
- Regulatory AUM
- $236M
- Rank among wealth managers
- #5,211 of 8,915
- Rank among all SEC RIAs
- #11,390 of 17,210
- Rank in Nebraska
- #56 of 71
- Individual clients
- 430
- High-net-worth clients
- 30
- Accounts
- 883
- Discretionary
- 93% of AUM
- Employees
- 3
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- Travis N LangemeierManaging Member and Chief Compliance Officer
- Andrew C. PetersonManaging Member
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 400 | $133M | 56% |
| High-net-worth individuals | 30 | $103M | 44% |
Disciplinary disclosures
R2 Wealth Management Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗r2wealth.com ↗
AtlasMembers
The full record on R2 Wealth Management Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 6,272 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does R2 Wealth Management Partners manage?
R2 Wealth Management Partners reports $236 million in regulatory assets under management across 883 accounts, 93% of it on a discretionary basis, on its Form ADV filed April 1, 2026.
What kind of firm is R2 Wealth Management Partners?
R2 Wealth Management Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are R2 Wealth Management Partners’s clients?
By assets, its largest client types are individuals ($133 million, 400 clients); high-net-worth individuals ($103 million, 30 clients).
Does R2 Wealth Management Partners have any disciplinary history?
R2 Wealth Management Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is R2 Wealth Management Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-01), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →