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Building 2TRUEBLOOD WEALTH MANAGEMENT, LLC

Map pinLIMA, OH
Phone419-812-2998
NotebookSEC #801-125794
Total AUM
$474.1M
Employees
3
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 SHAWNEE ROAD
SUITE A
LIMA
OH 45806
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
419-812-2998

ReceiptFinancials

Total AUM
$474.1M
Accounts
987
Discretionary
$445.5M
Accounts
920
Non-Discretionary
$28.7M
Accounts
67

ContactClients

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Individual Clients
237
AUM
$53.2M
HNW Individual Clients
86
AUM
$352.7M
Pension/Profit Sharing Plan Clients
9
AUM
$29.2M
Charitable Organization Clients
8
AUM
$26.2M
Corporation or Business Clients
6
AUM
$12.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLILINLANHOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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