Q2 Wealth Management LLC
● SEC registered since 2025CRD 314932SEC# 801-134286Lexington, KY
Reg. AUM
$123.5M
Employees
3
Accounts
426
Location
Lexington, KY
Q2 Wealth Management LLC assets under management
Q2 Wealth Management LLC is an SEC-registered investment adviser based in Lexington, KY. The firm has been registered since 2025. It reports $123.5 million in regulatory assets under management and employs 3 people.
Q2 Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deut 28 Dynasty Trust | Direct Owner | 10-25% | 2023 |
| Raymond Martin Backers Control | Direct Owner And Chief Compliance Officer | Over 75% | 2021 |
| Kelcey Dillon | Trustee | — | 2026 |
Frequently asked questions
How much does Q2 Wealth Management LLC manage?
Q2 Wealth Management LLC reports $123.5 million in regulatory assets under management on its Form ADV.
How many employees does Q2 Wealth Management LLC have?
Q2 Wealth Management LLC reports 3 employees.
Where is Q2 Wealth Management LLC located?
Q2 Wealth Management LLC is based in Lexington, KY and has been SEC-registered since 2025.
Does Q2 Wealth Management LLC disclose fund performance?
Q2 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1792 Alysheba Way, Suite 150, Lexington, KY 40509 |
| Phone | 859-216-2169 |
| Fax | 859-687-9463 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2020817 |
| Discloses disciplinary history | No |
Regulatory AUM
$123.5M▲ 14%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$123.5Mregulatory AUM
Discretionary $119.1MNon-discretionary $4.4M