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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2022
- Office Locations
- 1
Office Locations
About Trueblood Wealth Management, LLC
Trueblood Wealth Management is an Ohio-based RIA providing customized wealth management and investment advisory services for individuals and families, with niche focus on business owners/entrepreneurs, physicians, retirees, and institutional clients such as endowments, foundations, and family offices. The firm pairs financial planning with portfolio construction and risk-managed asset allocation using ETFs and mutual funds, and custodies with Raymond James.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
PHILLIP GEOFFREY TRUEBLOOD
Chief Compliance Officer, Investment Advisor
- CRD
- #5434510
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Hannah Dunn
--
- CRD
- #8133687
Erin Elizabeth Mulcahy
--
- CRD
- #8263729
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $445,481,735 | $484,219 |
| Non-Discretionary | $28,667,654 | $427,875 |
| Total | $474,149,389 | $480,395 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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