Wealth Management Of The Bluegrass, LLC
Wealth Management Of The Bluegrass, LLC is an SEC-registered wealth manager in Lexington, KY with $186.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Wealth Management Of The Bluegrass, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289163, SEC 801-127821, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $186.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Lexington, KY
- Employees
- 2
- Clients
- 159
- CRD
- 289163
- Ownership
- GRESHAM, JASON, CHRISTOPHER
How much AUM does Wealth Management Of The Bluegrass, LLC have?
Wealth Management Of The Bluegrass, LLC reported $186.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Wealth Management Of The Bluegrass, LLC?
Disclosed owners and executives of Wealth Management Of The Bluegrass, LLC include GRESHAM, JASON, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.