R2 WEALTH MANAGEMENT PARTNERS
PARADIGM WEALTH, LLC Legal Name
Adviser information for R2 WEALTH MANAGEMENT PARTNERS last updated from Form ADV on February 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 709 | $287.8M |
| Non-Discretionary | 16 | $20.8M |
| Total | 725 | $308.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 626 | $121.8M |
| HNW Individuals | 82 | $165.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $20.8M |
| Charitable organizations | 1 | $191,627 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-114893 |
|---|---|
| SEC ERA File Number | 801-114893 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282055 |
| Legal Entity Identifier | None |
Principal Office
8101 O STREETSUITE 301
LINCOLN
NE
United States
Monday - Friday, 8:30 AM - 4:30 PM
Tel: 402-489-9375, Fax: 402-489-0941
Chief Compliance Officer
ANDREW POOL
MANAGING MEMBER
8101 O STREET
SUITE 301
LINCOLN
NE
United States
Tel:
402-489-9375
Fax:
402-489-0941
A***@***********M
(Full email address available in API data)
Regulatory Contact
ROBERT ROSSI
MANAGING MEMBER
8101 O STREET
SUITE 301
LINCOLN
NE
United States
Tel:
402-489-9375
Fax:
402-489-0941
B**@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| POOL, ANDREW, WILLIAM | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 11/2015 | > 75% |
| ROSSI, ROBERT, J | Individual | – | SENIOR COMPLIANCE OFFICER | 08/2017 | 50-75% |
| LANGEMEIER, TRAVIS, N | Individual | – | MANAGING MEMBER | 02/2024 | 25-50% |