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TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659File 801-125794
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$474.1M
Above cohort median (national)
Discretionary AUM
$445.5M
Non-discretionary $28.7M
Clients
346
987 accounts
Employees
3
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 3, 2022
- Principal office
- 2500 SHAWNEE ROAD, SUITE A, LIMA, OH, 45806
- Phone
- 419-812-2998
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $474.1M
- Discretionary AUM
- $445.5M
- Non-discretionary AUM
- $28.7M
- Discretionary accounts
- 920
- Non-discretionary accounts
- 67
- Total accounts
- 987
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $12.8M |
| Charitable organizations | 8 | $26.2M |
| High net worth individuals | 86 | $352.7M |
| Pension and profit sharing plans | 9 | $29.2M |
| Individuals (other than high net worth individuals) | 237 | $53.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.