WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

2333 Alexandria Dr
Lexington, Kentucky 40504
Tel: 859-420-4838

About WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC, formally registered with the SEC as WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. The firm was established in 04/28/2023. They have over 1 offices throughout the country.

WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. is a Lexington, Kentucky based Financial Planning firm with nearly $142,592,568 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289163
SEC#	801-127821
Assets Managed by Firm	$142,592,568
No. of Clients	239
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$142,592,568
Individuals (other than high net worth individuals)	108	$28,705,069
High net worth individuals	32	$93,519,047
Charitable organizations	1	$6,586

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