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| Wealth Management of the Bluegrass LLC
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|
|---|---|
| CRD # | 289163 |
| SEC # | 801-127821 |
| CIK # | |
| AUM | $167.4 M (2025-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 859-420-4838 |
| Address | 424 Lewis Hargett Circle Lexington, KY 40503 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 23.0 |
| (b) Individuals (high net worth individuals) | 51 | 116.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 6 | 28.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 246 | 167.4 |
| By Discretionary | ||
| Discretionary | 246 | 167.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 246 | 167.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.4 | |
| Total | 246 | 167.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HARA Capital LLC
✚
|
WA | 0.2 |
|
Clark & Stuart Inc
✚
|
ME | 0.2 |
|
Counterweight Ventures LLC
✚
|
NC | 0.2 |
|
Weingarten Associates LLC
✚
|
NJ | 0.2 |
|
Sensible Portfolios LLC
✚
|
0.2 | |
|
Spahn Wealth & Retirement LLC
✚
|
AZ | 0.2 |
|
Keith Hamilton Inc
✚
|
CA | 0.2 |
|
Lloyd Park LLC
✚
|
0.2 | |
|
Moler Capital Management LLC
✚
|
0.2 | |
|
The Bendix Financial Group Inc
✚
|
NY | 0.2 |