Trueblood Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lima, OH. Its latest Form ADV filing, dated March 11, 2026, reports $474M in regulatory assets under management, 3 employees, and 987 accounts.
Assets Under Management
$474M
Employees
3
Offices
--
Total Clients
346
Primary office
LIMA, OH
2500 SHAWNEE ROAD, SUITE A, LIMA, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
237
2
HNWI
24.9%
86
3
Pension Plans
2.6%
9
4
Charitable
2.3%
8
5
Corporations
1.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$474Mas of March 11, 2026
Discretionary94.0%
$445M
94% of total RAUM94.0%
Non-discretionary6.0%
$29M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$474M
Total Accounts987
10Y AUM Change+$474M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee115:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.