Wealth Management of the Bluegrass, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$156,352,585
Clients
153
Advisors
2
of 2 employees
About
Wealth Management of the Bluegrass, LLC advises individuals, high‑net‑worth clients, trusts, corporations and state government agencies, providing discretionary portfolio management, written investment strategies, financial planning and consulting, 401(k)/pension ERISA plan consulting, and investment advisory services for held‑away annuity and insurance contracts. The firm reports managing approximately $186.7 million in discretionary assets across about 153 client relationships.
The firm tailors advice to clients’ objectives, risk tolerance and time horizon and employs a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases; clients complete risk profiling and may impose written investment restrictions. Accounts are typically managed on a discretionary basis, reviewed at least quarterly, and the firm recommends clients use an independent custodian relationship (it has an established relationship with Charles Schwab).
Compared with peers of similar size, the firm’s client mix is atypical in including state government agencies while also offering ERISA/pension consulting and annuity‑contract advisory — a combination that is relatively uncommon among supported firms. The adviser has been SEC‑registered since 2023 and, although it relies on independent custodians, it is technically deemed to have custody in certain situations (for example, acting as trustee or debiting fees) and does not vote client proxies unless requested.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $9,000,000: 0.60% $9,000,001 - $19,000,000: 0.50% $19,000,001 - $29,000,000: 0.40% $29,000,001+: 0.30%
Main office
424 Lewis Hargett Circle, Suite 250
Lexington KY 40503
Advisors at this office
2
Most active in
Kentucky
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jason G
CFP®, Series 66
Lexington, KY
Wealth Management of the Bluegrass, LLC.
Jason Gresham is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Wealth Management of the Bluegrass, LLC since 2020. Prior to this, he worked at Kentucky Bank from 2011 to 2020. Wealth Management of the Bluegrass, LLC provides investment advisory and financial planning services to individuals, trusts, corporations, and state government agencies. The firm offers tailored investment strategies and portfolio management, including ERISA plan consulting and held-away annuity advisory, and manages approximately $167 million in discretionary assets.
James G
Series 63, Series 65
Lexington, KY
Wealth Management of the Bluegrass, LLC.
James Gray II is a financial advisor at Wealth Management of the Bluegrass, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Ameriprise Financial Services, Inc., Investment Professionals, Inc., and Kentucky Bank. Wealth Management of the Bluegrass serves individuals, high-net-worth clients, trusts, corporations, and state government agencies, offering discretionary portfolio management, financial planning, ERISA plan consulting, and investment advisory services. The firm employs various investment strategies tailored to client objectives and risk profiles, managing approximately $186.7 million in discretionary assets across about 153 client relationships.
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