R2 Wealth Management Partners

RIASEC Registered
Total AUM
$236M
Discretionary
$220M
93% of AUM
Avg account
$267K
Accounts
883
Employees
3
Advisory reps
3

Firm details

Headquarters
Lincoln, Nebraska
CRD number
338490
Registered since
December 1, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals56.42%
  • HNWI43.58%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

R2 Wealth Management Partners is an independent RIA organized as a limited liability company and owned by an individual principal. The firm is SEC-registered (registration year 2025) and primarily serves individual and family clients. Its advisory offering blends financial planning and portfolio management for individuals and small businesses with periodic educational programming and published newsletters, indicating a client-facing, education-oriented practice alongside portfolio work. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options, which suggests flexibility for both ongoing wealth management relationships and discrete planning or advisory engagements. The firm does not identify as an active ESG investor and lists pension consulting among its advisory activities, while also running seminars and periodic publications as part of its client outreach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 67%, Exchange Traded Equities 24%, Private Funds 7%, Cash & Cash Equivalents 2%67%
  • Public Funds/Mutual Funds67%
  • Exchange Traded Equities24%
  • Private Funds7%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Andrew Peterson

    Andrew Peterson

    Investment Advisor RepresentativeCRD 5664080

  • Travis Langemeier

    Travis Langemeier

    Investment Advisor RepresentativeCRD 5848844

  • Robert Rossi

    Robert Rossi

    Investment Adviser RepresentativeCRD 2972148

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 93

Active vs passive

$210M in ETFs

Passive

63%

$131M

Active

27%

$78.7M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD WORLD FUND (MGK)VanguardPassiveLarge Growth$16.7M180,5027.97%

Location

Primary office

Lincoln, NE

Lancaster

Location

Lincoln, NE

Headquartered in Lincoln, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
Lancaster
Address
6940 O St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth