# WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 289163
- Type: SEC-registered investment adviser
- SEC file number: 801-127821
- Location: 424 LEWIS HARGETT CIRCLE, LEXINGTON, KY, 40503
- Phone: 859-420-4838
- Latest filing: 2026-03-20
- Regulatory AUM: $186.7M
- Discretionary AUM: $186.7M
- Clients: 2
- Accounts: 160

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jason Christopher Gresham | MANAGING PRINCIPAL / CCO | — |
| GRESHAM JASON CHRISTOPHER | MANAGING PRINCIPAL / CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289163/similar
- Related entities: https://search.stillhousedata.com/firm/289163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289163

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.