Investment adviser · CRD 314932
Q2 WEALTH MANAGEMENT
Investment adviser filing (IA)
Q2 WEALTH MANAGEMENT LLC
LEXINGTON, KY, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $123M Form ADV · Item 5.F
- Client accounts
- 426 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 36 | $79,729,332 | 64.6% |
| Individuals | 115 | $43,711,123 | 35.4% |
| Corporations & businesses | 1 | $51,121 | 0.0% |
Filing source
Form ADV 2123193 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1792 ALYSHEBA WAY, SUITE 150LEXINGTON, KY, 40509, United States
CRD 314932
Filing source
Form ADV 2123193 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.