Trueblood Wealth Management, LLC
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
FINTRXOverview
Trueblood Wealth Management, LLC is an independent registered investment adviser that oversees discretionary and non-discretionary portfolios for individuals, families and institutional clients. The firm is SEC-registered (registered in 2022) and operates as a capital allocator, using both in-house portfolio management and selection of external managers. Its advisory mandate includes portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm charges fees based on a percentage of assets under management and lists an industry affiliation with an insurance company. It does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds8%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$155M in ETFs
66%
$103M
33%
$52.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.5M | 26,671 | 3.57% |
Location
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
- 2651 Shawnee Rd
- Time zone
- ET (UTC-5)
- Office locations
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