RO2 WEALTH

RO2 WEALTH of BERKELEY, CA is an SEC-registered investment adviser (CRD 335232). Regulatory assets under management: $2.1M.

Registration

• CRD: 335232
• Type: Registered investment adviser
• Location: 2991 SACRAMENTO ST, BERKELEY, CA, 94702
• Phone: 510 423 3203
• Latest filing: 2026-04-01
• Regulatory AUM: $2.1M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335232 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search