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, limited liability RIA that registers with the SEC (registration year listed as 2025) and acts as a capital allocator for both individuals/families and institutional clients. Ownership is a mix of a domestic entity and an individual. The firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements and provides financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars/workshops. Q2 Wealth Management is not positioned as an ESG-focused investor and is not identified as a multi-state or related adviser. The firm lists an affiliation with an insurance company.