Wealth Management of the Bluegrass, LLC.
● SEC registered since 2023CRD 289163SEC# 801-127821Lexington, KY
Reg. AUM
$186.7M
Employees
2
Accounts
160
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 $186.7 million in regulatory assets under management and employs 2 people.
Wealth Management of the Bluegrass, LLC. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Christopher Gresham Control | Managing Principal / Cco | Over 75% | 2017 |
Frequently asked questions
How much does Wealth Management of the Bluegrass, LLC. manage?
Wealth Management of the Bluegrass, LLC. reports $186.7 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
| Address | 424 Lewis Hargett Circle, Suite 250, Lexington, KY 40503 |
| Phone | 859-420-4838 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186.7M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$186.7Mregulatory AUM
Discretionary $186.7M