Q2 WEALTH MANAGEMENT LLC
Doing business as Q2 WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$123,491,576
Discretionary
$119,106,027
Non-discretionary
$4,385,549
Firm details
- CRD number
- 314932
- SEC file number
- 801-134286
- Main office
- LEXINGTON, KY, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.