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Q2 Wealth Management
Q2 WEALTH MANAGEMENT is an SEC-registered investment adviser in LEXINGTON, KY, registered since 2025. The firm manages $123 million in assets, $119 million...
Overview
Q2 WEALTH MANAGEMENT is an SEC-registered investment adviser in LEXINGTON, KY, registered since 2025. The firm manages $123 million in assets, $119 million on a discretionary basis. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Lexington
Corporate office
Birmingham, AL, United States
Sector focus
Frequently asked questions
Does Q2 Wealth Management target a specific client geography?
Yes, Q2 Wealth Management focuses on the US Southeast, particularly Alabama and neighboring states. Its Birmingham headquarters positions it within a region of high-net-worth families tied to banking, healthcare, and industrial sectors. The firm does not disclose any non-US operations.
Who are the key principals at Q2 Wealth Management?
Named principals for Q2 Wealth Management are not publicly available. The firm does not disclose its leadership structure on its website or in public records. This opacity is common among smaller regional RIAs.
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