Q2 WEALTH MANAGEMENT LLC
Legal name: Q2 WEALTH MANAGEMENT
CRD #314932 SEC #801-134286 LEXINGTON, KY 859-216-2169
SEC Registered
Total AUM
$107.9M
Discretionary
$102.9M
Employees
3
Clients
26
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $107.9M | $102.9M | $5M | 3 | 0 |
| Oct 2025 | $107.9M | $102.9M | $5M | 3 | 0 |
| Aug 2025 | $107.9M | $102.9M | $5M | 3 | 0 |
| Aug 2025 | $107.9M | $102.9M | $5M | 3 | 0 |
| Aug 2025 | $107.9M | $102.9M | $5M | 3 | 0 |
DateNov 2025
Total AUM$107.9M
Discretionary$102.9M
Non-Disc.$5M
Employees3
Clients0
DateOct 2025
Total AUM$107.9M
Discretionary$102.9M
Non-Disc.$5M
Employees3
Clients0
DateAug 2025
Total AUM$107.9M
Discretionary$102.9M
Non-Disc.$5M
Employees3
Clients0
DateAug 2025
Total AUM$107.9M
Discretionary$102.9M
Non-Disc.$5M
Employees3
Clients0
DateAug 2025
Total AUM$107.9M
Discretionary$102.9M
Non-Disc.$5M
Employees3
Clients0