Wealth Management of the Bluegrass, LLC.

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.