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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 12, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAMELIN, ANDREW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAMELIN, ANDREW, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
| TPWM, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
| TRUEBLOOD, PHILLIP, GEOFFREY | I | TPWM, LLC | E | Control |
Registrations
Federal
IA
Feb 12, 2025 REGISTERED
Notice Filings (8)
AZ FL IL IN LA MI OH TX
Address
2500 SHAWNEE ROADSUITE A
LIMA, OH 45806
United States
Phone: 419-812-2998