SourcingSourcing

TRUEBLOOD WEALTH MANAGEMENT, LLC

C29
CRD 321659·SEC 801-125794·LIMA, OH
AUM
$474.1M
$100M-$500M
Est. Revenue
$4.7M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD
321659
SEC file #
801-125794
EIN
882116294
DBA names
—

Economics

AUM
$474.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$244.0M → $474.1M▲ +94%
Client mix
Individuals Other237
Individuals High Net Worth86
Pension Profit Sharing Plans9
Charitable Organizations8
Corporations6

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
1 advisors → 2 advisors▲ +100%
Primary office
LIMA OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Portfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
truebloodwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TPWM, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TPWM, LLC
TRUEBLOOD, PHILLIP, GEOFFREY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TRUEBLOODWEALTH.COM
Rdap Domain Creation Date
2021-11-19T19:09:15Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002005380
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-01-18
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002005380-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2028
Soi Zip Pct 200k Plus
0.0409
Soi Zip Returns 200k Plus
230
Soi Zip Total AGI
413,405
Fdic Zip Total Deposits
1,891,616,000
Fdic Zip Branch Count
87
Fdic Zip Top Banks
Fifth Third Bank
First Federal Bank of the Midwest

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
2500 SHAWNEE ROAD, SUITE ALIMA, OH 45806
Business
2500 SHAWNEE ROAD, SUITE ALIMA, OH 45806
Edgar EIN
882116294
Edgar Recent Filings
13F-HR2026-04-21 · 0002005380-26-000002
13F-HR2026-01-21 · 0002005380-26-000001
Fdic Zip Branches Raw
Bank One, Lima, National AssociationCridersville, OH
Bank One, Lima, National AssociationCridersville, OH
Fdic Zip HHI
1739.43
Fdic Zip Top Bank Share Pct
26.47
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-19T19:09:15Z
Rdap Domain Last Changed
2025-10-18T10:27:45Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI16,945
Returns1,350
Stub 2
AGI50,652
Returns1,360
Stub 3
AGI65,310
Returns1,060
Soi Zip Total Business Income
10,772
Soi Zip Total Cap Gains
9,231
Soi Zip Total Dividends
6,902
Soi Zip Total Returns
5,620
Trust Company Affiliate
No

People (3)

3
TRUEBLOOD, PHILLIP, GEOFFREY
IAR · Executive Officer · 2.5%
5434510
Hannah Dunn
IAR
8133687
PHILLIP LEE TRUEBLOOD
IAR
449772