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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BACKERS, RAYMOND, MARTIN | I | DIRECT OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BACKERS, RAYMOND, MARTIN | I | DIRECT OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BACKERS, RAYMOND, MARTIN | I | DIRECT OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BACKERS, RAYMOND, MARTIN | I | DIRECT OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BACKERS, RAYMOND, MARTIN | I | DIRECT OWNER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DEUT 28 DYNASTY TRUST | DE | DIRECT OWNER | B | |
| DEUT 28 DYNASTY TRUST | DE | DIRECT OWNER | B | |
| DEUT 28 DYNASTY TRUST | DE | DIRECT OWNER | B | |
| DEUT 28 DYNASTY TRUST | DE | DIRECT OWNER | B | |
| DEUT 28 DYNASTY TRUST | DE | DIRECT OWNER | B |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (3)
KY MI TX
Address
1792 ALYSHEBA WAYSUITE 150
LEXINGTON, KY 40509
United States
Phone: 859-216-2169