Ro2 Wealth
2yrs
2 years in the industry
About the firm
A registered investment advisory firm based in Berkeley, California. It manages about $2.08 million. Services include financial planning, investment management for individuals and small businesses, educational seminars and workshops.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$2.08 million
Individual clientsNot stated
Median years of experience2
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Advisors at Ro2 Wealth
1Advisors
2Median years of experience
1States with offices
–Offices
Also known as
Ro2 Wealth LLC
About Ro2 Wealth
How do I contact Ro2 Wealth?
Call the main office at (510) 423-3203. The main office is at 2991 Sacramento St Unit # 177, Berkeley, CA 94702.
How is Ro2 Wealth paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Ro2 Wealth offer?
Financial planning, Investment management for individuals and small businesses, Educational seminars and workshops.
How many advisors work at Ro2 Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.