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WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
CRD 289163 · SEC 801-127821
424 LEWIS HARGETT CIRCLE, SUITE 250, LEXINGTON, KY, 40503, United States
Phone
859-420-4838
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$186.7M
Discretionary AUM
$186.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $16.1M |
| High net worth individuals | 71 | $140.2M |
| State/municipal entities | 6 | $30.4M |
States served
KY
Official SEC filing: View on IAPD