Overview
Assets Under Management: $123 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 36
Average Client Assets: $2.2 million
Frequently Asked Questions
Q2 WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314932), Q2 WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
Q2 WEALTH MANAGEMENT is headquartered in LEXINGTON, KY.
Q2 WEALTH MANAGEMENT serves 36 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, Q2 WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
Q2 WEALTH MANAGEMENT manages $123 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, Q2 WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.56%
Average Client Assets: $2.2 million
Total Client Accounts: 426
Discretionary Accounts: 374
Non-Discretionary Accounts: 52
Regulatory Filings
CRD Number: 314932
Filing ID: 2054819
Last Filing Date: 2026-03-25 16:19:39