Phillip Geoffrey Trueblood
Chief Compliance OfficerTrueblood Wealth Management, LLCCRD 5434510
About Phillip Geoffrey Trueblood
Phillip Geoffrey Trueblood is listed as Chief Compliance Officer at Trueblood Wealth Management, LLC in Lima, OH. Form ADV reports a beneficial ownership band of Under 5%. Phillip Geoffrey Trueblood is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Trueblood Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Phillip Geoffrey Trueblood work?
Phillip Geoffrey Trueblood is listed as Chief Compliance Officer at Trueblood Wealth Management, LLC on SEC Form ADV.
How much of Trueblood Wealth Management, LLC does Phillip Geoffrey Trueblood own?
Form ADV reports a beneficial ownership band of Under 5%.
Trueblood Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Trueblood Wealth Management, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2022 |