$186.7M Total AUM
$186.7M Disc. AUM
17.1% 3Y CAGR
2 Employees
159 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-28-2017
- Office Locations
- 1
Office Locations
424 Lewis Hargett Circle Suite 250 Lexington KY
About Wealth Management OF THE Bluegrass, Llc.
Wealth Management OF THE Bluegrass, Llc. is a Lexington-based RIA. The firm has been operating for 9 years. Managing $186.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
47 AVG AGE
$93.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JASON CHRISTOPHER GRESHAM
CFP, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4364298
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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J
JAMES CARL GRAY II
Associate Wealth Management Advisor
- CRD
- #2270589
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,724,518 | $1,167,028 |
| Non-Discretionary | $0 | -- |
| Total | $186,724,518 | $1,167,028 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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