This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$236MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$220M

Private client RAUM

$236MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$78.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

883

Individual clients

400

High net worth clients

30

SEC number

801-134643

CRD

338490

Filings on the tape

4

First filed

Nov 19, 2025

Latest filed

Apr 1, 2026

Organised

Limited Liability Company, NE

Website

r2wealth.com

• Occurred

  Mar 31, 2026
  Team lift-out

  2 advisors left Paradigm Wealth Management (Lincoln, NE) for R2 Wealth Management Partners on the same day

  Form ADVobserved 4 days ago
  2 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0877b244-91eb-e52d-beb3-41be4c9c74fb

First observed

Nov 19, 2025

Last observed

Apr 1, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.