# Wealth Management of The Bluegrass, LLC.

Wealth Management of The Bluegrass, LLC. is a Registered Investment Adviser based in Lexington, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** Lexington, KY, United States
- **Assets under management:** $186.7M regulatory AUM (Form ADV, March 2026)

## Regulatory record

- **CRD number:** 289163
- **SEC file number:** 801-127821
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-20
- **Reports private funds:** No

## About

Wealth Management of The Bluegrass, LLC. is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 289163, SEC file 801-127821), with its main office in Lexington, Kentucky. Its Form ADV filed on 20 March 2026 reports $186.7M in regulatory assets under management across 160 accounts.

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Updated: 2026-10-14T20:19:47.948Z

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