TRUEBLOOD WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$474M
Discretionary
$445M
94% of AUM
Avg account
$480K
Accounts
987
Employees
3
Advisory reps
5

Firm details

Headquarters
LIMA, Ohio
CRD number
321659
Registered since
June 3, 2022
Website
www.truebloodwealth.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI74.38%
  • Individuals11.23%
  • Pension & Profit Sharing Plans6.16%
  • Charitable Organizations5.53%
  • Corporations / Businesses2.7%
Services
Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Trueblood Wealth Management, LLC is a fee-based wealth manager that functions as a capital allocator for high-net-worth individuals, families and select institutional clients. Registered with the SEC in 2022, the firm runs discretionary portfolio mandates as its primary delivery model and also offers portfolio management for small businesses, pension consulting services and the selection of third‑party advisers. Investment activity centers on liquid public equities—particularly exchange‑traded instruments—while the firm also sources private-market exposure through external fund managers. Trueblood does not emphasize ESG in its stated investment approach and operates from a single-state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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: Exchange Traded Equities 40%, Public Funds/Mutual Funds 34%, Cash & Cash Equivalents 9%, Investment Grade Corp Bonds 8%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Sovereign Bonds 1%, Private Funds 1%, Other 1%40%
  • Exchange Traded Equities40%
  • Public Funds/Mutual Funds34%
  • Cash & Cash Equivalents9%
  • Investment Grade Corp Bonds8%
  • State & Local Bonds4%

Contacts

3 of 5

  • Hannah Dunn

    Client Service AssociateCRD 8133687

  • Erin Mulcahy

    Financial AdvisorCRD 8263729

  • Mary Mulcahy

    Financial AdvisorCRD 8263688

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 112

Active vs passive

$136M in ETFs

Passive

68%

$92M

Active

31%

$43.5M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$4.6M24,0443.40%
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Location

Primary office

LIMA, OH

AUGLAIZE

Location

LIMA, OH

Headquartered in LIMA, OH, anchoring the Lima-Van Wert-Celina, OH metro in the Midwest.

Metro area
Lima-Van Wert-Celina, OH
Region
Midwest
County
AUGLAIZE
Address
2500 Shawnee Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth