Overview
Assets Under Management: $187 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 71
Average Client Assets: $2.0 million
Frequently Asked Questions
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289163), WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. is subject to fiduciary duty under federal law.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. is headquartered in LEXINGTON, KY.
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. serves 71 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. offers portfolio management for individuals. View all service details ↓
WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. manages $187 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.10%
Average Client Assets: $2.0 million
Total Client Accounts: 160
Discretionary Accounts: 160
Regulatory Filings
CRD Number: 289163
Filing ID: 2076914
Last Filing Date: 2026-03-20 10:13:39