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Wealth Management of the Bluegrass, LLC

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Company Details

Name: Wealth Management of the Bluegrass, LLC
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 16 Jun 2017 (8 years ago)
Organization Date: 16 Jun 2017 (8 years ago)
Last Annual Report: 27 Feb 2025 (5 months ago)
Managed By: Members
Organization Number: 0988476
Industry: Security & Commodity Brokers, Dealers, Exchanges & Services
Number of Employees: Small (0-19)
ZIP code: 40503
City: Lexington
Primary County: Fayette County
Principal Office: 424 Lewis Hargett Circle, STE 250, LEXINGTON, KY 40503
Place of Formation: KENTUCKY

Registered Agent

Name Role
Jason Gresham Registered Agent

Organizer

Name Role
Jason Gresham Organizer

Member

Name Role
Jason Christopher Gresham Member

Form 5500 Series

Employer Identification Number (EIN):
821882509
Plan Year:
2020
Number Of Participants:
2
Sponsors Telephone Number:

Filings

Name File Date
Principal Office Address Change 2025-02-27
Annual Report 2025-02-27
Annual Report 2024-06-10
Annual Report 2023-04-30
Annual Report 2022-06-30

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Sources: Kentucky Secretary of State