Trueblood Wealth Management, LLC
● SEC registered since 2022CRD 321659SEC# 801-125794Lima, OH
Reg. AUM
$474.1M
Employees
3
Accounts
987
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 $474.1 million in regulatory assets under management and employs 3 people.
Trueblood Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Phillip Geoffrey Trueblood Control | Chief Compliance Officer | Under 5% | 2022 |
| Tpwm, LLC Control | Holding Company | Over 75% | 2022 |
| Phillip Geoffrey Trueblood Control | Owner | Over 75% | 2022 |
Frequently asked questions
How much does Trueblood Wealth Management, LLC manage?
Trueblood Wealth Management, LLC reports $474.1 million in regulatory assets under management on its Form ADV.
How many employees does Trueblood Wealth Management, LLC have?
Trueblood Wealth Management, LLC reports 3 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
| Address | 2500 Shawnee Road, Suite a, Lima, OH 45806 |
| Phone | 419-812-2998 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$474.1M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$474.1Mregulatory AUM
Discretionary $445.5MNon-discretionary $28.7M