WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.
CRD #289163 SEC #801-127821 LEXINGTON, KY 859-420-4838
SEC Registered
Total AUM
$167.4M
Discretionary
$167.4M
Employees
2
Clients
--
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $167.4M | $167.4M | $0 | 2 | 0 |
| Apr 2024 | $142.6M | $142.6M | $0 | 2 | 145 |
| Mar 2023 | $117.9M | $117.9M | $0 | 2 | 0 |
DateMar 2025
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$142.6M
Discretionary$142.6M
Non-Disc.$0
Employees2
Clients145
DateMar 2023
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees2
Clients0