Active
TRUEBLOOD WEALTH MANAGEMENT, LLC
Investment Advice|LIMA, OH
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Assets Under Management
$430.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 405.7M |
| Non-Discretionary | 25.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 321659 |
| SEC Number | 801-125794 |
| Street Address | 2500 SHAWNEE ROAD |
| Street Address 2 | SUITE A |
| Location | LIMA, OH 45806 |
| Country | United States |
| Phone | 419-812-2998 |
| Total Employees | 2 |
Client Count by Type (317 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 221 |
| High Net Worth Individual… | 75 |
| Pension/Profit Sharing Pl… | 9 |
| Charitable Organizations | 7 |
| Corporations/Businesses | 5 |
Community Partners
ALLEN COUNTY CHILDREN SERVICE BRD
CITY OF LIMA
COUNTY OF ALLEN
COUNTY OF ALLEN OHIO
JACKSON TWP TRUSTEES
MARION TOWNSHIP TRUSTEES
NOACSC
TOWNSHIP OF AMANDA
TOWNSHIP OF AMERICAN
TOWNSHIP OF AUGLAIZE
TOWNSHIP OF BATH
TOWNSHIP OF JACKSON
TOWNSHIP OF MARION
TOWNSHIP OF MONROE
TOWNSHIP OF PERRY
TOWNSHIP OF RICHLAND
TOWNSHIP OF SHAWNEE
TOWNSHIP OF SPENCER
TOWNSHIP OF SUGAR CREEK
VILLAGE OF BEAVERDAM
ALLEN COUNTY CHILDREN SERVICE BRD
CITY OF LIMA
COUNTY OF ALLEN
COUNTY OF ALLEN OHIO
JACKSON TWP TRUSTEES
MARION TOWNSHIP TRUSTEES
NOACSC
TOWNSHIP OF AMANDA
TOWNSHIP OF AMERICAN
TOWNSHIP OF AUGLAIZE
TOWNSHIP OF BATH
TOWNSHIP OF JACKSON
TOWNSHIP OF MARION
TOWNSHIP OF MONROE
TOWNSHIP OF PERRY
TOWNSHIP OF RICHLAND
TOWNSHIP OF SHAWNEE
TOWNSHIP OF SPENCER
TOWNSHIP OF SUGAR CREEK
VILLAGE OF BEAVERDAM
ALLEN COUNTY CHILDREN SERVICE BRD
CITY OF LIMA
COUNTY OF ALLEN
COUNTY OF ALLEN OHIO
JACKSON TWP TRUSTEES
MARION TOWNSHIP TRUSTEES
NOACSC
TOWNSHIP OF AMANDA
TOWNSHIP OF AMERICAN
TOWNSHIP OF AUGLAIZE
TOWNSHIP OF BATH
TOWNSHIP OF JACKSON
TOWNSHIP OF MARION
TOWNSHIP OF MONROE
TOWNSHIP OF PERRY
TOWNSHIP OF RICHLAND
TOWNSHIP OF SHAWNEE
TOWNSHIP OF SPENCER
TOWNSHIP OF SUGAR CREEK
VILLAGE OF BEAVERDAM
Municipal Government
25 Active
25
Organizations
ALLEN COUNTY METROPOLITAN HOUSING AUTHORITY
ALLEN COUNTY PORT AUTHORITY
ALLEN COUNTY REGIONAL AIRPORT AUTHORITY
ALLEN COUNTY REGIONAL TRANSIT AUTHORITY
ALLEN COUNTY SCHOOLS HEALTH BENEFIT PLAN
ALLEN COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
ALLEN SOIL AND WATER CONSERVATION DISTRICT
ALLEN WATER DISTRICT
AMERICAN TOWNSHIP FIRE DEPT
AUGLAIZE TOWNSHIP PARK DISTRICT
JACKSON TOWNSHIP PARK DISTRICT
JOHNNY APPLESEED METROPOLITAN PARK DISTRICT
MENTAL HEALTH & RECOVERY SERVICE
NORTH CENTRAL OHIO SOLID WASTE MANAGEMENT DISTRICT
SPENCER TOWNSHIP PARK DISTRICT
ALLEN COUNTY METROPOLITAN HOUSING AUTHORITY
ALLEN COUNTY PORT AUTHORITY
ALLEN COUNTY REGIONAL AIRPORT AUTHORITY
ALLEN COUNTY REGIONAL TRANSIT AUTHORITY
ALLEN COUNTY SCHOOLS HEALTH BENEFIT PLAN
ALLEN COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
ALLEN SOIL AND WATER CONSERVATION DISTRICT
ALLEN WATER DISTRICT
AMERICAN TOWNSHIP FIRE DEPT
AUGLAIZE TOWNSHIP PARK DISTRICT
JACKSON TOWNSHIP PARK DISTRICT
JOHNNY APPLESEED METROPOLITAN PARK DISTRICT
MENTAL HEALTH & RECOVERY SERVICE
NORTH CENTRAL OHIO SOLID WASTE MANAGEMENT DISTRICT
SPENCER TOWNSHIP PARK DISTRICT
ALLEN COUNTY METROPOLITAN HOUSING AUTHORITY
ALLEN COUNTY PORT AUTHORITY
ALLEN COUNTY REGIONAL AIRPORT AUTHORITY
ALLEN COUNTY REGIONAL TRANSIT AUTHORITY
ALLEN COUNTY SCHOOLS HEALTH BENEFIT PLAN
ALLEN COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
ALLEN SOIL AND WATER CONSERVATION DISTRICT
ALLEN WATER DISTRICT
AMERICAN TOWNSHIP FIRE DEPT
AUGLAIZE TOWNSHIP PARK DISTRICT
JACKSON TOWNSHIP PARK DISTRICT
JOHNNY APPLESEED METROPOLITAN PARK DISTRICT
MENTAL HEALTH & RECOVERY SERVICE
NORTH CENTRAL OHIO SOLID WASTE MANAGEMENT DISTRICT
SPENCER TOWNSHIP PARK DISTRICT
Special District
15 Active
15
Organizations
ALLEN EAST LOCAL SCH DIST
APOLLO JT VOC SCH DIST
BATH LOCAL SCH DIST
BLUFFTON EX VLG SCH DIST
DELPHOS CITY SCH DIST
ELIDA LOCAL SCH DIST
HEIR FORCE COMMUNITY SCHOOL
JAMES A RHODES STATE COLLEGE
LIMA CITY SCH DIST
PERRY LOCAL SCH DIST
SHAWNEE LOCAL SCH DIST
SPENCERVILLE LOCAL
WEST CENTRAL LEARNING ACADEMY II, INC.
ALLEN EAST LOCAL SCH DIST
APOLLO JT VOC SCH DIST
BATH LOCAL SCH DIST
BLUFFTON EX VLG SCH DIST
DELPHOS CITY SCH DIST
ELIDA LOCAL SCH DIST
HEIR FORCE COMMUNITY SCHOOL
JAMES A RHODES STATE COLLEGE
LIMA CITY SCH DIST
PERRY LOCAL SCH DIST
SHAWNEE LOCAL SCH DIST
SPENCERVILLE LOCAL
WEST CENTRAL LEARNING ACADEMY II, INC.
ALLEN EAST LOCAL SCH DIST
APOLLO JT VOC SCH DIST
BATH LOCAL SCH DIST
BLUFFTON EX VLG SCH DIST
DELPHOS CITY SCH DIST
ELIDA LOCAL SCH DIST
HEIR FORCE COMMUNITY SCHOOL
JAMES A RHODES STATE COLLEGE
LIMA CITY SCH DIST
PERRY LOCAL SCH DIST
SHAWNEE LOCAL SCH DIST
SPENCERVILLE LOCAL
WEST CENTRAL LEARNING ACADEMY II, INC.
School District
13 Active
13
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50 STRONG FOUNDATION
585 GARRETT WYKOFF LODGE
750 WEST ROBB CORPORATION
Academy of Medicine of Lima & Allen Co
AC ELITE SOCCER
AERIALS ALL STARS BOOSTER CLUB
AFRICA ENDOWMENT FOR HUMAN RIGHTS AND POLICY INITIATIVES CORP
AFRICAN RESEARCH AND CONSERVATION FOUNDATION
AGLOW INTERNATIONAL
A GRIFFIN LEGACY FOUNDATION
ALLEN CO FIREFIGHTERS ASSOC
ALLEN COUNTY ABILITIES BASEBALL LEAGUE INC
ALLEN COUNTY AGRICULTURAL SOCIETY A NON-PROFIT CORPORATION
ALLEN COUNTY CITIZENS FOR THE ENVIRONMENT
ALLEN COUNTY CONSERVATION CLUB
ALLEN COUNTY COUNCIL ON AGING
ALLEN COUNTY EMERGENCY RESPONSE TEAM
Allen County Fair Foundation Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50 STRONG FOUNDATION
585 GARRETT WYKOFF LODGE
750 WEST ROBB CORPORATION
Academy of Medicine of Lima & Allen Co
AC ELITE SOCCER
AERIALS ALL STARS BOOSTER CLUB
AFRICA ENDOWMENT FOR HUMAN RIGHTS AND POLICY INITIATIVES CORP
AFRICAN RESEARCH AND CONSERVATION FOUNDATION
AGLOW INTERNATIONAL
A GRIFFIN LEGACY FOUNDATION
ALLEN CO FIREFIGHTERS ASSOC
ALLEN COUNTY ABILITIES BASEBALL LEAGUE INC
ALLEN COUNTY AGRICULTURAL SOCIETY A NON-PROFIT CORPORATION
ALLEN COUNTY CITIZENS FOR THE ENVIRONMENT
ALLEN COUNTY CONSERVATION CLUB
ALLEN COUNTY COUNCIL ON AGING
ALLEN COUNTY EMERGENCY RESPONSE TEAM
Allen County Fair Foundation Inc
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
50 STRONG FOUNDATION
585 GARRETT WYKOFF LODGE
750 WEST ROBB CORPORATION
Academy of Medicine of Lima & Allen Co
AC ELITE SOCCER
AERIALS ALL STARS BOOSTER CLUB
AFRICA ENDOWMENT FOR HUMAN RIGHTS AND POLICY INITIATIVES CORP
AFRICAN RESEARCH AND CONSERVATION FOUNDATION
AGLOW INTERNATIONAL
A GRIFFIN LEGACY FOUNDATION
ALLEN CO FIREFIGHTERS ASSOC
ALLEN COUNTY ABILITIES BASEBALL LEAGUE INC
ALLEN COUNTY AGRICULTURAL SOCIETY A NON-PROFIT CORPORATION
ALLEN COUNTY CITIZENS FOR THE ENVIRONMENT
ALLEN COUNTY CONSERVATION CLUB
ALLEN COUNTY COUNCIL ON AGING
ALLEN COUNTY EMERGENCY RESPONSE TEAM
Allen County Fair Foundation Inc
Nonprofit Organization
606 Active
606
Organizations
Community Partners103 organizations
ALLEN COUNTY CHILDREN SERVICE BRD
Municipal Government·LIMA
COUNTY OF ALLEN OHIO
Municipal Government·LIMA
JACKSON TWP TRUSTEES
Municipal Government·LAFAYETTE
MARION TOWNSHIP TRUSTEES
Municipal Government·DELPHOS
NOACSC
Municipal Government·LIMA
TOWNSHIP OF BATH
Municipal Government·LIMA
TOWNSHIP OF JACKSON
Municipal Government·LAFAYETTE
TOWNSHIP OF MARION
Municipal Government·DELPHOS
TOWNSHIP OF MONROE
Municipal Government·ELIDA
TOWNSHIP OF PERRY
Municipal Government·LIMA
TOWNSHIP OF RICHLAND
Municipal Government·BLUFFTON
TOWNSHIP OF SPENCER
Municipal Government·SPENCERVILLE
TOWNSHIP OF SUGAR CREEK
Municipal Government·GOMER
VILLAGE OF BEAVERDAM
Municipal Government·BEAVERDAM
VILLAGE OF CAIRO
Municipal Government·CAIRO
VILLAGE OF ELIDA
Municipal Government·ELIDA
VILLAGE OF HARROD
Municipal Government·HARROD
ALLEN COUNTY PORT AUTHORITY
Special District·LIMA
ALLEN COUNTY REGIONAL TRANSIT AUTHORITY
Special District·LIMA
ALLEN COUNTY SCHOOLS HEALTH BENEFIT PLAN
Special District·LIMA
ALLEN COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·LIMA
ALLEN WATER DISTRICT
Special District·LIMA
AMERICAN TOWNSHIP FIRE DEPT
Special District·ELIDA
AUGLAIZE TOWNSHIP PARK DISTRICT
Special District·HARROD
JACKSON TOWNSHIP PARK DISTRICT
Special District·LAFAYETTE
MENTAL HEALTH & RECOVERY SERVICE
Special District·LIMA
SPENCER TOWNSHIP PARK DISTRICT
Special District·HOLLAND
HEIR FORCE COMMUNITY SCHOOL
School District·LIMA
JAMES A RHODES STATE COLLEGE
School District·LIMA
WEST CENTRAL LEARNING ACADEMY II, INC.
School District·LIMA
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Harrod
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lima
50 STRONG FOUNDATION
Nonprofit Organization·LIMA
585 GARRETT WYKOFF LODGE
Nonprofit Organization·Lima
750 WEST ROBB CORPORATION
Nonprofit Organization·LIMA
Academy of Medicine of Lima & Allen Co
Nonprofit Organization·Lima
AC ELITE SOCCER
Nonprofit Organization·Lima
AERIALS ALL STARS BOOSTER CLUB
Nonprofit Organization·Spencerville
AFRICA ENDOWMENT FOR HUMAN RIGHTS AND POLICY INITIATIVES CORP
Nonprofit Organization·LIMA
AFRICAN RESEARCH AND CONSERVATION FOUNDATION
Nonprofit Organization·Lima
AGLOW INTERNATIONAL
Nonprofit Organization·Lima
A GRIFFIN LEGACY FOUNDATION
Nonprofit Organization·LIMA
ALLEN CO FIREFIGHTERS ASSOC
Nonprofit Organization·LIMA
ALLEN COUNTY ABILITIES BASEBALL LEAGUE INC
Nonprofit Organization·Lima
ALLEN COUNTY AGRICULTURAL SOCIETY A NON-PROFIT CORPORATION
Nonprofit Organization·LIMA
ALLEN COUNTY CITIZENS FOR THE ENVIRONMENT
Nonprofit Organization·Lima
ALLEN COUNTY CONSERVATION CLUB
Nonprofit Organization·Lima
ALLEN COUNTY COUNCIL ON AGING
Nonprofit Organization·LIMA
ALLEN COUNTY EMERGENCY RESPONSE TEAM
Nonprofit Organization·Lima
Allen County Fair Foundation Inc
Nonprofit Organization·Lima
Allen County Historical Society
Nonprofit Organization·Lima
ALLEN COUNTY HORSESHOE PITCHERS ASSOCIATION INC
Nonprofit Organization·lima
ALLEN COUNTY HSTRICAL SOC MUSEUM
Nonprofit Organization·LIMA
ALLEN COUNTY LAW LIBRARY ASSOCIATIO
Nonprofit Organization·LIMA
Allen County Pork Producers Inc
Nonprofit Organization·Harrod
ALLEN COUNTY RETIRED TEACHERS ASSOCIATION
Nonprofit Organization·LIMA
ALLEN COUNTY TEEN PREGNANCY PREVENTION TASK FORCE
Nonprofit Organization·Lima
ALLEN COUNTY VETERANS MEMORIAL FOUNDATION
Nonprofit Organization·Lima
ALLEN EAST COMMUNITY CENTER INC
Nonprofit Organization·HARROD
ALLEN EAST MOMS AND DADS CLUB
Nonprofit Organization·LIMA
ALLEN EAST MUSIC ASSOCIATION
Nonprofit Organization·HARROD
ALLEN EAST YOUTH SPORTS ALLIANCE
Nonprofit Organization·LIMA
ALLEN ECONOMIC DEVELOPMENT GROUP
Nonprofit Organization·LIMA
ALLENTOWN CEMETERY ASSOCIATION
Nonprofit Organization·ELIDA
ALLIANCE FOR PHYSICAL THERAPY QUALI
Nonprofit Organization·Lima
ALLISON PALOOZA INC
Nonprofit Organization·LIMA
ALL STARR PET RESCUE INC
Nonprofit Organization·ELIDA
ALL TEDDY BEAR FUND INC
Nonprofit Organization·Lima
A LOTTA LOVE PET RESCUE INC
Nonprofit Organization·LIMA
ALPHA KAPPA ALPHA SORORITY INC
Nonprofit Organization·Lima
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Lima
AMERICAN CHRISTIAN TELEVISION SERVI
Nonprofit Organization·ELIDA
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Lima
American Federation of Labor & Lima Bldg
Nonprofit Organization·Lima
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·HARROD
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·lima
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·LIMA
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Spencerville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Lima
AMERICAN LEGION POST 191
Nonprofit Organization·SPENCERVILLE