Q2 WEALTH MANAGEMENT LLC

Q2 WEALTH MANAGEMENT LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 314932). Regulatory assets under management: $123.5M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Raymond Martin BackersDIRECT OWNER AND CCO; DIRECT OWNER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER
Kelcey DillonTRUSTEE

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