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
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Lima, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.