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Building 2WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

Map pinLEXINGTON, KY
Phone859-420-4838
NotebookSEC #801-127821
Total AUM
$186.7M
Employees
2
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
424 LEWIS HARGETT CIRCLE
SUITE 250
LEXINGTON
KY 40503
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
859-420-4838

ReceiptFinancials

Total AUM
$186.7M
Accounts
160
Discretionary
$186.7M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
82
AUM
$16.1M
HNW Individual Clients
71
AUM
$140.2M
Charitable Organization Clients
1
AUM
$10.7K
Government Entity Clients
6
AUM
$30.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
KY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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