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 SEC-registered limited liability company that functions as a capital allocator to both individual & family and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals/small businesses, selection of other advisers, and pension consulting services among its advisory activities. It is not identified as an active ESG investor and reports a single-state registration posture. The firm's SEC registration dates to 2022.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Contacts
3 of 5
Phillip Trueblood
Managing PartnerCRD 449772
Phillip Trueblood
Managing PartnerCRD 5434510
Hannah Dunn
Client Service AssociateCRD 8133687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$157M in ETFs
67%
$106M
32%
$51.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.4M | 25,273 | 3.43% |
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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