Trueblood Wealth Management, LLC

RIASEC Registered
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 an independent, SEC-registered registered investment adviser (registered in 2022) that manages portfolios for individuals, families and select institutional clients. The firm operates as a limited liability company and describes itself as a capital allocator that uses third-party managers alongside in-house portfolio management. Its advisory services include portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Compensation is primarily a percentage-of-assets-under-management fee. The firm is not positioned as an ESG investor and lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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
  • Phillip Trueblood

    Phillip Trueblood

    Managing PartnerCRD 449772

  • Phillip Trueblood

    Phillip Trueblood

    Managing PartnerCRD 5434510

  • Hannah Dunn

    Hannah Dunn

    Client Service AssociateCRD 8133687

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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 117

Active vs passive

$157M in ETFs

Passive

67%

$106M

Active

32%

$51.1M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)InvescoPassiveLarge Blend$5.4M25,2733.43%
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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
2651 Shawnee Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth