$42.9M Total AUM
$42.9M Disc. AUM
-- 3Y CAGR
3 Employees
87 ADV. Clients
11 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-21-2014
- Office Locations
- 2
Office Locations
444 E Main Street Suite 101 Lexington KY
600 S Tyler, Suite 2100 Amarillo TX
About Wealth Management OF Kentucky, Inc.
Wealth Management of Kentucky, Inc. provides investment management and strategic wealth planning for business owners, farmers, high net worth families, and investors at or near retirement. The firm emphasizes unbiased, long-term, goals-based advice and builds portfolios that include ETFs and corporate bonds. Custody is through Trade-PMR.
Team overview
53 AVG AGE
$21.4M AVG AUM / ADVISOR
$492.6K AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
B
BRUCE WAYNE HANKS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2916399
- Ownership
- 75% or more
Available
Available
Available
M
Mary McCormack
--
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
Showing 2 of 2 owners & executives
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K
KIP DUANE HUTTO
Financial Advisor
- CRD
- #1794165
Available
Available
Available
Showing 1 of 3 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,860,391 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,860,391 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Non-Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available Municipal Bonds:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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