RIA Intel›Advisers›Kentucky›WEALTH MANAGEMENT OF KENTUCKY, INC.

WEALTH MANAGEMENT OF KENTUCKY, INC.

Advisory

LEXINGTON, KY

Data as of Jun 17, 2026 · Source: SEC Form ADV

Average account

$211K

across 203 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

87 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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