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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRESHAM, JASON, CHRISTOPHER | I | MANAGING PRINCIPAL / CCO | E | Control |
| GRESHAM, JASON, CHRISTOPHER | I | MANAGING PRINCIPAL / CCO | E | Control |
| GRESHAM, JASON, CHRISTOPHER | I | MANAGING PRINCIPAL / CCO | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (1)
KY
Address
424 LEWIS HARGETT CIRCLESUITE 250
LEXINGTON, KY 40503
United States
Phone: 859-420-4838