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Wealth Management of Kentucky
Wealth Management of Kentucky, Inc. is a state-registered investment adviser in Lexington, KY. The firm manages approximately $43 million in regulatory assets.
Overview
Wealth Management of Kentucky, Inc. is a state-registered investment adviser in Lexington, KY. The firm manages approximately $43 million in regulatory assets. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Lexington
Corporate office
Louisville, KY, United States
Sector focus
Frequently asked questions
How does the firm source proprietary deal flow?
Wealth Management of Kentucky does not appear to pursue direct private-market deals or co-investments. Its public-facing practice focuses on traditional wealth management, including financial planning and portfolio management using publicly traded securities.
Which sectors does the firm explicitly avoid?
The firm does not publicly disclose any sector exclusion lists or negative screens. Its investment approach is not described as thematic or sector-specific.
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