WEALTH MANAGEMENT OF THE BLUEGRASS, LLC.

Overview

Wealth Management Of The Bluegrass, LLC is a small, client-focused RIA formed as an LLC that provides portfolio management for individuals and small businesses. The firm operates under a fee model that combines percentage-of-AUM billing with fixed fees, and it serves both high-net-worth individuals/families and institutional clients. The firm’s filing indicates a concentrated approach to liquid public-market equities and separately managed accounts, and it does not identify itself as an active ESG investor. As an SEC-registered adviser since 2023 with an individual owner, the firm positions itself to deliver discretionary portfolio management rather than broader pension consulting or multi-state advisory services. Investment preferences emphasize exchange-traded equities as the primary liquid exposure, supported by mutual funds and annuity solutions for specific client needs. The firm appears to use SMAs to deliver customized equity exposures alongside pooled vehicles, enabling manager-level customization while maintaining a mostly discretionary mandate across its client base.

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