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Wealth Management of the Bluegrass, LLC.

● SEC registered since 2023CRD 289163SEC# 801-127821Lexington, KY
Export (members)
Reg. AUM
$167.4M
Employees
2
Accounts
246
Location
Lexington, KY

Wealth Management of the Bluegrass, LLC. assets under management

Wealth Management of the Bluegrass, LLC. is a registered investment adviser overseen by the SEC based in Lexington, KY. The firm has been registered since 2023. It reports $167.4 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Wealth Management of the Bluegrass, LLC. owners & executives

1 reported
NameTitleOwnershipSince
Jason Christopher Gresham ControlManaging Principal / CcoOver 75%2017

Frequently asked questions

How much does Wealth Management of the Bluegrass, LLC. manage?

Wealth Management of the Bluegrass, LLC. reports $167.4 million in regulatory assets under management on its Form ADV.

How many employees does Wealth Management of the Bluegrass, LLC. have?

Wealth Management of the Bluegrass, LLC. reports 2 employees.

Where is Wealth Management of the Bluegrass, LLC. located?

Wealth Management of the Bluegrass, LLC. is based in Lexington, KY and has been SEC-registered since 2023.

Does Wealth Management of the Bluegrass, LLC. disclose fund performance?

Wealth Management of the Bluegrass, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address424 Lewis Hargett Circle, Suite 250, Lexington, KY 40503
Phone859-420-4838
Office hours8a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$167.4M
Non-discretionary$0
Total (RAUM)$167.4M