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Wealth Management OF Kentucky, Inc.

Headquartered in LEXINGTON, KY

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Firm Information

Wealth Management OF Kentucky, Inc. is an independent financial advisor with 2 licensed agents and 2 investment advisor representatives. The firm manages approximately $13,498,615 in assets for 77 clients. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors.

Wealth Management OF Kentucky, Inc.

$13.50M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

WEALTH MANAGEMENT OF KENTUCKY, INC. has a total of 2 branch locations across the country.

Advisors at Wealth Management OF Kentucky, Inc.

View All 1 Advisors

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Disclosures

There are no public disclosures for Wealth Management OF Kentucky, Inc..

Frequently Asked Questions (6)

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