# Wealth Management of the Bluegrass

Wealth Management of the Bluegrass is a Bank / Wealth / Trust based in Lexington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** 2333 Alexandria Drive, Lexington, KY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.schwab.com

## About

Wealth Management of the Bluegrass started in 2017. It keeps headquarters in Lexington, Kentucky. The firm supplies investment advisory and financial services through its Investment Advisory Representatives.

## Sectors

- Financial Services

## Questions

### Who runs investment decisions at Wealth Management of the Bluegrass?

No named principals or investment committee members are disclosed in public records.

### Does Wealth Management of the Bluegrass participate in fund commitments or only direct deals?

Available data shows no specific fund commitments or direct deal activity.

### What investment stages does Wealth Management of the Bluegrass typically target?

Records list early stage, seed, start-up, expansion, late stage, growth, and general venture strategies.

## Related profiles

- [abrdn](https://altss.com/profile/abrdn)
- [MassMutual Pension Plan](https://altss.com/profile/massmutual-pension-plan)

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Source record modified: 2026-06-03T20:00:00.000Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://www.schwab.com/
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/wealth-management-of-the-bluegrass

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology