Investment adviser · CRD 321659
TRUEBLOOD WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
LIMA, OH, United States · Form ADV filed Aug 25, 2026
- Regulatory AUM
- $474M Form ADV · Item 5.F
- Client accounts
- 987 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 86 | $352,692,231 | 74.4% |
| Individuals | 237 | $53,249,656 | 11.2% |
| Retirement plans | 9 | $29,224,267 | 6.2% |
| Charities | 8 | $26,198,006 | 5.5% |
| Corporations & businesses | 6 | $12,785,229 | 2.7% |
Filing source
Form ADV 2125352 · Aug 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 25, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
2651 SHAWNEE RDLIMA, OH, 45806, United States
CRD 321659
Filing source
Form ADV 2125352 · Aug 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.