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| Trueblood Wealth Management LLC
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| CRD # | 321659 |
| SEC # | 801-125794 |
| CIK # | 0002005380 |
| AUM | 474.1 M (2026-03-11) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 419-812-2998 |
| Address | 2500 Shawnee Road Lima, OH 45806 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002005380 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 12.1 | ||
| Apple Inc | 8.7 | ||
| Microsoft Corp | 5.4 | ||
| Nvidia Corp | 4.1 | ||
| Caterpillar Inc | 4.0 | ||
| Chevron Corp | 2.9 | ||
| Cincinnati Financial Corp | 2.8 | ||
| Wal Mart Stores Inc | 2.7 | ||
| Analog Devices Inc | 2.6 | ||
| Republic Services Inc | 2.4 | ||
| Linde PLC | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.0 | ||
| Johnson & Johnson | 2.0 | ||
| Goldman Sachs Group Inc | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 53.2 |
| (b) Individuals (high net worth individuals) | 86 | 352.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 29.2 |
| (h) Charitable organizations | 8 | 26.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 987 | 474.1 |
| By Discretionary | ||
| Discretionary | 920 | 445.5 |
| Non-Discretionary | 67 | 28.7 |
| Total | 987 | 474.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 474.1 | |
| Total | 987 | 474.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002005380] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arborstone Financial LLC
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MA | 476.0 M |
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G&S Capital LLC
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CO | 475.6 M |
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Oneascent Wealth Management LLC
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AL | 475.6 M |
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Markowski Brothers Holding Corporation
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473.9 M | |
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Spielberger & Brooks Inc
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NY | 473.8 M |
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Juncture Wealth Strategies LLC
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AZ | 473.6 M |
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Coign Capital Advisors LLC
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UT | 472.9 M |
|
Blue Water Wealth Inc
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|
OR | 472.8 M |
|
Planned Financial Services LLC
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OH | 472.5 M |
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Financial Arcitects Inc
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MI | 472.5 M |