| 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 |
| Nummi & Associates, PA | Trustee | — | 2024 |
Q2 Wealth Management LLC reports $107.9 million in regulatory assets under management on its Form ADV.
Q2 Wealth Management LLC reports 3 employees.
Q2 Wealth Management LLC is based in Lexington, KY and has been SEC-registered since 2025.
Q2 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1792 Alysheba Way, Suite 150, Lexington, KY 40509 |
| Phone | 859-216-2169 |
| Fax | 859-687-9463 |
| Office hours | 5-Sep |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2020817 |
| Discloses disciplinary history | No |
| Discretionary | $102.9M |
| Non-discretionary | $5M |
| Total (RAUM) | $107.9M |