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TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659 · SEC 801-125794
2500 SHAWNEE ROAD, SUITE A, LIMA, OH, 45806, United States
Phone
419-812-2998
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$474.1M
Discretionary AUM
$445.5M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $53.2M |
| High net worth individuals | 86 | $352.7M |
| Pension/profit sharing plans | 9 | $29.2M |
| Charitable organizations | 8 | $26.2M |
| Corporations/business entities | 6 | $12.8M |
States served
AZ, IL, IN, LA, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD