# Trueblood Wealth Management, LLC

> Trueblood Wealth Management, LLC is an SEC-registered investment advisory firm in Lima, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 321659
- Filed as: TRUEBLOOD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lima, OH
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321659
- AdvisorCensus page: https://advisorcensus.com/firm/trueblood-wealth-management-llc-lima-oh-321659

## Quick answers

**How is Trueblood Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trueblood Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Trueblood Wealth Management, LLC located?**
Trueblood Wealth Management, LLC's principal office is in Lima, OH, according to its Form ADV.

**Is Trueblood Wealth Management, LLC registered with the SEC or a state?**
Trueblood Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321659.

**How much does Trueblood Wealth Management, LLC manage?**
Trueblood Wealth Management, LLC reports $474,149,389 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (94% discretionary).

**How have Trueblood Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Trueblood Wealth Management, LLC: Regulatory assets under management: $244,000,000 in the October 2022 data and $474,149,389 in the October 2026 data, up 94%. Total employees: 1 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trueblood Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (237); high net worth individuals (86); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Trueblood Wealth Management, LLC use?**
Trueblood Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trueblood Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321659

**What changed in Trueblood Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $430,821,462 to $474,149,389 (+10%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $474,149,389
- Discretionary: $445,481,735
- Non-discretionary: $28,667,654

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 237 | $53,249,656 |
| High net worth individuals | 86 | $352,692,231 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $29,224,267 |
| Charitable organizations | 8 | $26,198,006 |
| Corporations or other businesses not listed above | 6 | $12,785,229 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, IN, LA, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- truebloodwealth.com
- LinkedIn @phillip-trueblood-mba-crpc®-026aa1b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $244,000,000 | 1 | September 8, 2022 |
| October 2023 | $274,105,174 | 2 | February 8, 2023 |
| October 2024 | $331,580,784 | 2 | September 27, 2024 |
| October 2025 | $430,821,462 | 2 | February 12, 2025 |
| October 2026 | $474,149,389 | 3 | August 25, 2026 |

Regulatory assets under management: $244,000,000 in the October 2022 data and $474,149,389 in the October 2026 data, up 94%.
Total employees: 1 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $430,821,462 to $474,149,389 (+10%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trueblood Wealth Management, LLC (CRD 321659): Form ADV filing data as of October 2026.