# TRUEBLOOD WEALTH MANAGEMENT, LLC

TRUEBLOOD WEALTH MANAGEMENT, LLC of LIMA, OH is an SEC-registered investment adviser.

## Registration

- CRD: 321659
- Type: SEC-registered investment adviser
- SEC file number: 801-125794
- Location: 2500 SHAWNEE ROAD, SUITE A, LIMA, OH, 45806
- Phone: 419-812-2998
- Latest filing: 2026-03-11
- Regulatory AUM: $474.1M
- Discretionary AUM: $445.5M
- Non-discretionary AUM: $28.7M
- Clients: 3
- Accounts: 987

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Phillip Geoffrey Trueblood | CHIEF COMPLIANCE OFFICER; OWNER | — |
| HAMELIN ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| TRUEBLOOD PHILLIP GEOFFREY | CHIEF COMPLIANCE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321659/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321659/similar
- Related entities: https://search.stillhousedata.com/firm/321659/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321659

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.