WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. of LEXINGTON, KY is an SEC-registered investment adviser (CRD 289163). Regulatory assets under management: $186.7M.

Registration

• CRD: 289163
• SEC file number: 801-127821
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289163 on SEC IAPD (source of record)
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