Q2 Wealth Management

RIASEC RegisteredEst. 2025

Total AUM

$123M

Discretionary

$119M

96% of AUM

Avg account

$290K

Accounts

426

Employees

Advisory reps

Firm details

Headquarters: Lexington, Kentucky
CRD number: 314932
Registered since: September 10, 2025
Website: www.q2wealth.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, LINCOLN LIFE, AMERICAN CENTURY INVESTMENT SERVICES INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.56%
Individuals35.4%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Q2 Wealth Management is an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2025. The firm operates as a capital allocator, working with both individual/family and institutional clients, and is owned by a mix of a domestic entity and individuals. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services reported on the ADV include financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers) and educational seminars/workshops. Q2 is not an active ESG investor and does not identify as a multi-state adviser. The firm lists an insurance company among its industry affiliations.