Data / Investment advisers / Kentucky / Wealth Management of the Bluegrass, LLC.
Wealth Management of the Bluegrass, LLC., Lexington, KY: $187 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Wealth Management of the Bluegrass, LLC. is an SEC registered investment adviser with its main office in Lexington, Kentucky and reports $187 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, state and municipal governments and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Wealth Management of the Bluegrass, LLC. (CRD number 289163): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 289163
- SEC file number
- 801-127821
- SEC status
- Approved, effective April 28, 2023
- Main office
- 424 Lewis Hargett Circle Suite 250, Lexington, KY 40503
- Phone
- (859) 420-4838
- Regulatory AUM
- $186,724,518 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $186,724,518
- Accounts
- 160
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $140.2 million |
| State or municipal government entities | 6 | $30.4 million |
| Individuals (other than high net worth individuals) | 82 | $16.1 million |
| Charitable organizations | Fewer than 5 | $10,748 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $186.7 million | March 20, 2026 |
| December 1, 2025 | $167.4 million | March 20, 2025 |
Other advisers in Lexington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Moneywatch Advisors, Inc. | Lexington | $329.7 million | Not listed | adviserinfo.sec.gov |
| Investments & Financial Planning, LLC | Lexington | $318.7 million | Not listed | adviserinfo.sec.gov |
| Russell Capital Management, LLC | Lexington | $275 million | Not listed | adviserinfo.sec.gov |
| Wallace Hart Capital Management | Lexington | $264 million | 1 | adviserinfo.sec.gov |
| Itrust Asset Management, LLC | Lexington | $211.9 million | Not listed | adviserinfo.sec.gov |
| Invest Inc. | Lexington | $164.6 million | Not listed | adviserinfo.sec.gov |
| Equity Advisors of Kentucky Inc | Lexington | $141.6 million | Not listed | adviserinfo.sec.gov |
| Q2 Wealth Management | Lexington | $123.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lexington, KY
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Wealth Management of the Bluegrass, LLC. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.