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RH2 Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$0
About
RH2 Wealth Advisors is a small independent registered adviser that provides solicitation and referral services to individuals, trusts, and business entities rather than direct portfolio management. Its sole advisory activity is identifying and recommending third‑party investment managers; RH2 does not manage client assets, execute trades, or provide ongoing investment supervision.
The firm considers a client’s circumstances when recommending one or more third‑party managers and expects clients to review the managers’ disclosure brochures for details on strategies and risks. RH2 does not bill or deduct investment advisory fees from client accounts directly; instead it is paid by the third‑party managers under solicitor arrangements disclosed in its brochure.
RH2 is affiliated by common ownership with an accounting firm, and that affiliation is a source of client referrals disclosed as a potential conflict of interest in its Form ADV. The firm is also a licensed insurance agency and its advisers may recommend insurance products, so its practice combines solicitation to external portfolio managers with ancillary accounting and insurance activities rather than the percentage‑of‑AUM, hands‑on portfolio management model used by many peers.
Client services
Selection of other advisers
Main office location
RH2 Wealth Advisors, LLC
2275 116 Th Avenue Ne, #100
Bellevue WA 98004, United States
Number of offices
1
Most active in
RH2 Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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