Wealth Management Of The Bluegrass, LLC

Wealth Management Of The Bluegrass, LLC (CRD# 289163) is a financial advisory firm headquartered in Lexington, KY. They manage $142,592,568 in 239 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2333 Alexandria Dr, Lexington, KY 40504
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    239
    ACCOUNTS
  • Average Account Value
    $596,622
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Wealth Management Of The Bluegrass, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Gresham, financial advisor Lexington KY
Jason C. Gresham
CRD#: 4364298
2333 Alexandria Dr, Lexington, KY 40504

Jason Gresham (CRD# 4364298) is an Investment Advisor Representative working at Wealth Management Of The Bluegrass, LLC in Lexington, KY and has over 22 years of experience in the finance industry.

2
James Gray, financial advisor Lexington KY
James C. Gray
CRD#: 2270589
2333 Alexandria Dr, Lexington, KY 40504

James Gray (CRD# 2270589) is an Investment Advisor Representative working at Wealth Management Of The Bluegrass, LLC in Lexington, KY and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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