Q2 Wealth Management
Q2 Wealth Management is an SEC-registered mass-market adviser in Lexington, KY with $123.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Q2 Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314932, SEC 801-134286, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $123.5M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 3
- Clients
- 152
- CRD
- 314932
- Ownership
- BACKERS, RAYMOND, MARTIN; Dillon, Kelcey; DEUT 28 DYNASTY TRUST; NUMMI & ASSOCIATES, PA; KELCEY ANN DILLON
How much AUM does Q2 Wealth Management have?
Q2 Wealth Management reported $123.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Q2 Wealth Management?
Disclosed owners and executives of Q2 Wealth Management include BACKERS, RAYMOND, MARTIN, Dillon, Kelcey, DEUT 28 DYNASTY TRUST, NUMMI & ASSOCIATES, PA, KELCEY ANN DILLON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.