TRUEBLOOD WEALTH MANAGEMENT, LLC

2500 Shawnee Road
Suite A
Lima, Ohio 45806
Tel: 419-812-2998

About TRUEBLOOD WEALTH MANAGEMENT, LLC

TRUEBLOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as TRUEBLOOD WEALTH MANAGEMENT, LLC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.

TRUEBLOOD WEALTH MANAGEMENT, LLC is a Lima, Ohio based Financial Planning firm with nearly $430,821,462 assets under management, offering retirement planning & investment advisory services to 973 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321659
SEC#	801-125794
Assets Managed by Firm	$430,821,462
No. of Clients	973
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	973	$430,821,462
Individuals (other than high net worth individuals)	221	$49,888,214
High net worth individuals	75	$323,900,565
Pension and profit sharing plans	9	$23,480,055
Charitable organizations	7	$24,404,116
Corporations or other businesses	5	$9,148,512

More Retirement Planning firms in Lima, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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