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| Keyboard |
| Q2 Wealth Management LLC
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|---|---|
| CRD # | 314932 |
| SEC # | 801-134286 |
| CIK # | 0002020817 |
| AUM | 123.5 M (2026-06-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 859-216-2169 |
| Address | 1792 Alysheba Way Lexington, KY 40509 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 43.7 |
| (b) Individuals (high net worth individuals) | 36 | 79.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 123.5 |
| By Discretionary | ||
| Discretionary | 374 | 119.1 |
| Non-Discretionary | 52 | 4.4 |
| Total | 426 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 426 | 123.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Axiom Wealth Strategies LLC
✚
|
OR | 124.7 M |
|
APO Financial Services LLC
✚
|
CO | 124.3 M |
|
Cardea Capital Advisors LLC
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|
FL | 124.2 M |
|
Peterson Financial Services LLC
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|
CO | 124.0 M |
|
Iowa Wealth Management LLC
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|
IA | 123.9 M |
|
Kucharo Wealth LLC
✚
|
NC | 123.7 M |
|
Candide Group LLC
✚
|
CA | 123.6 M |
|
FSC Wealth Advisors LLC
✚
|
NY | 122.3 M |
|
CJC Wealth Management LLC
✚
|
121.9 M | |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 121.9 M |