TRUEBLOOD WEALTH MANAGEMENT, LLC of LIMA, OH is an SEC-registered investment adviser (CRD 321659). Regulatory assets under management: $474.1M.
Compensation: % of AUM.
Clients served: High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Phillip Geoffrey Trueblood | CHIEF COMPLIANCE OFFICER; OWNER | — |
| HAMELIN ANDREW WILLIAM | CHIEF COMPLIANCE OFFICER | — |
| TRUEBLOOD PHILLIP GEOFFREY | CHIEF COMPLIANCE OFFICER; OWNER | — |