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Trueblood Wealth Management, LLC

● SEC registered since 2022CRD 321659SEC# 801-125794Lima, OH
Export (members)
Reg. AUM
$430.8M
Employees
2
Accounts
973
Location
Lima, OH

Trueblood Wealth Management, LLC assets under management

Trueblood Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Lima, OH. The firm has been registered since 2022. It reports $430.8 million in regulatory assets under management and employs 2 people.
www.truebloodwealth.comView on SEC.gov ↗

Trueblood Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Phillip Geoffrey Trueblood ControlChief Compliance OfficerUnder 5%2022
Tpwm, LLC ControlHolding CompanyOver 75%2022
Phillip Geoffrey Trueblood ControlOwnerOver 75%2022

Frequently asked questions

How much does Trueblood Wealth Management, LLC manage?

Trueblood Wealth Management, LLC reports $430.8 million in regulatory assets under management on its Form ADV.

How many employees does Trueblood Wealth Management, LLC have?

Trueblood Wealth Management, LLC reports 2 employees.

Where is Trueblood Wealth Management, LLC located?

Trueblood Wealth Management, LLC is based in Lima, OH and has been SEC-registered since 2022.

Does Trueblood Wealth Management, LLC disclose fund performance?

Trueblood Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2500 Shawnee Road, Suite a, Lima, OH 45806
Phone419-812-2998
Office hours8a.m. - 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$405.7M
Non-discretionary$25.2M
Total (RAUM)$430.8M