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Q2 WEALTH MANAGEMENT
Q2 WEALTH MANAGEMENT LLC
CRD 314932 · SEC 801-134286
1792 ALYSHEBA WAY, SUITE 150, LEXINGTON, KY, 40509, United States
Phone
859-216-2169
Fax
859-687-9463
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.5M
Discretionary AUM
$119.1M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 115 | $43.7M |
| High net worth individuals | 36 | $79.7M |
| Corporations/business entities | 1 | $51K |
States served
KY, MI, SC, TX
All web addresses on file
Official SEC filing: View on IAPD