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 a limited liability company. The firm reports SEC registration in 2025 and identifies as a capital allocator that serves both individual and family clients and institutional clients. Ownership is a mix of a domestic entity and an individual. Advisory services center on financial planning and portfolio management for individuals and small businesses, plus selection of third-party advisers and educational seminars or workshops. Their fee model includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Q2 does not identify as an active ESG investor, is not multi-state, and does not list related-adviser or pension-consulting activities. The firm also notes an affiliation with the insurance industry.