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Q2 Wealth Insurance LLC

Direct OwnerQ2 Wealth Management LLC

About Q2 Wealth Insurance LLC

Q2 Wealth Insurance LLC is listed as Direct Owner at Q2 Wealth Management LLC in Lexington, KY. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Q2 Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Q2 Wealth Insurance LLC work?

Q2 Wealth Insurance LLC is listed as Direct Owner at Q2 Wealth Management LLC on SEC Form ADV.

How much of Q2 Wealth Management LLC does Q2 Wealth Insurance LLC own?

Form ADV reports a beneficial ownership band of 10-25%.

Q2 Wealth Management LLC

TitleDirect Owner
Ownership10-25%
Control personNo
Since2026