Wealth Management Of Kentucky, Inc.

RIASEC Registered
Total AUM
$42.9M
Discretionary
$42.9M
100% of AUM
Avg account
$211K
Accounts
203
Employees
3
Advisory reps
3

Firm details

Headquarters
Lexington, Kentucky
CRD number
171446
Website
www.wmofky.com
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI49.54%
  • Individuals42.28%
  • Corporations / Businesses8.18%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Management Of Kentucky, Inc. is an independent, privately owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and manager selection services. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its billing mixes percentage-of-AUM fees with hourly charges. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 41%, Exchange Traded Equities 34%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 4%, State & Local Bonds 3%, US Government Bonds 1%, Derivatives 1%41%
  • Non-Investment Grade Corp Bonds41%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds5%
  • Public Funds/Mutual Funds4%

Owners & executives

1 of 1
  • Bruce Hanks

    Bruce Hanks

    President And CEOCRD 2916399

Contacts

2 of 2

  • Mary McCormack

    CRD 6606073

  • Kip Hutto

    Kip Hutto

    Financial ProfessionalCRD 1794165

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lexington, KY

Fayette

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
Fayette
Address
444 E Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth