WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

Adviser information for WEALTH MANAGEMENT OF THE BLUEGRASS, LLC. last updated from Form ADV on March 30th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Kentucky, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	213	$117.9M
Non-Discretionary	0	$0
Total	213	$117.9M

Clients

Type	Number	RAUM
Individuals	95	$20.2M
HNW Individuals	37	$79.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	4	$18.3M
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-127821
SEC ERA File Number	801-127821
SEC CIK Numbers	None
SEC CRD Numbers	289163
Legal Entity Identifier	None

Principal Office

2333 ALEXANDRIA DR
LEXINGTON
KY
United States

Monday - Friday, 8AM-5PM

Tel: 859-420-4838, Fax: None

Websites

www.wealthbg.com

Chief Compliance Officer

JASON GRESHAM

MANAGING PRINCIPAL

2333 ALEXANDRIA DR.

LEXINGTON

United States

Tel: 859-420-4838

J************@***********M

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners