Single Family OfficeRIA · CRD 335232SEC-Registered

Updated:

RO2 WEALTH

RO2 WEALTH is an SEC-registered investment adviser in Berkeley, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1...

RO2 WEALTH

RO2 WEALTH is an SEC-registered investment adviser in Berkeley, CA. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

What is RO2 WEALTH's known investment strategy?

RO2 WEALTH does not publicly state an investment strategy. No asset-class allocations, stage preferences, or thematic focus areas are recorded in public sources.

Who runs investment decisions at RO2 WEALTH?

The investment decision makers at RO2 WEALTH are not publicly named. No CIO, CEO, or managing principal appears in any verifiable record.

Is RO2 WEALTH a single family office or does it operate as a multi-family office?

RO2 WEALTH presents itself as a single-family office, per its name and external references. There is no evidence of managing capital for outside families.

What is the wealth origin behind RO2 WEALTH?

The wealth origin of RO2 WEALTH is not disclosed. No founding family or individual has been publicly associated with the entity.

Does RO2 WEALTH provide any philanthropic structures?

There is no public record of any philanthropic foundation or charitable vehicle associated with RO2 WEALTH.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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