TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD #321659 SEC #801-125794 LIMA, OH 419-812-2998
SEC Registered
Total AUM
$430.8M
Discretionary
$405.7M
Employees
2
Clients
0
Accounts
973
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $430.8M | $405.7M | $25.2M | 2 | 0 |
| Sep 2024 | $331.6M | $301M | $30.6M | 2 | 0 |
| Feb 2024 | $331.6M | $301M | $30.6M | 2 | 0 |
| Feb 2023 | $274.1M | $252M | $22.1M | 2 | 0 |
| Nov 2022 | $244M | $210M | $34M | 1 | 0 |
| Sep 2022 | $244M | $210M | $34M | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$430.8M
Discretionary$405.7M
Non-Disc.$25.2M
Employees2
Clients0
DateSep 2024
Total AUM$331.6M
Discretionary$301M
Non-Disc.$30.6M
Employees2
Clients0
DateFeb 2024
Total AUM$331.6M
Discretionary$301M
Non-Disc.$30.6M
Employees2
Clients0
DateFeb 2023
Total AUM$274.1M
Discretionary$252M
Non-Disc.$22.1M
Employees2
Clients0
DateNov 2022
Total AUM$244M
Discretionary$210M
Non-Disc.$34M
Employees1
Clients0
DateSep 2022
Total AUM$244M
Discretionary$210M
Non-Disc.$34M
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0