$236.0M Total AUM
$219.6M Disc. AUM
-- 3Y CAGR
3 Employees
430 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-01-2025
- Office Locations
- 1
Office Locations
6940 O Street Suite 300 Lincoln NE
About R2 Wealth Management Partners
R2 Wealth Management Partners is a Lincoln-based RIA. The firm has been operating for 0 years. Managing $236.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$78.7M AVG AUM / ADVISOR
$548.9K AVG AUM / CLIENT
0.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Owner & Executives
T
TRAVIS N LANGEMEIER
Chief Compliance Officer, Managing Member
- CRD
- #5848844
- Ownership
- 50% but less than 75%
Available
Available
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ANDREW CARROLL PETERSON
Managing Member
- CRD
- #5664080
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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ROBERT J ROSSI
--
- CRD
- #2972148
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $219,560,395 | $268,411 |
| Non-Discretionary | $16,476,880 | $253,490 |
| Total | $236,037,275 | $267,313 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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