DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TRUEBLOOD WEALTH MANAGEMENT, LLC

CRD 321659

LIMA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:019fca14-1ca6-ad58-6b3d-4358437fd42e

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: May 3, 2022 to Aug 25, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $474MItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $445M
Private client RAUM: $406MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $94.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 987
Individual clients: 237
High net worth clients: 86
Custody, client assets: $17.0M
SEC number: 801-125794
CRD: 321659
Filings on the tape: 13
First filed: May 3, 2022
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, DE
Website: truebloodwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PHILLIP GEOFFREY TRUEBLOOD	n/a	LIMA, OH	4	18	3	no
PHILLIP LEE TRUEBLOOD	n/a	LIMA, OH	3	42	3	no
Hannah Dunn	n/a	LIMA, OH	1	11	n/a	no
Mary Kelly Mulcahy	n/a	LIMA, OH	0	10	n/a	no
Erin Elizabeth Mulcahy	n/a	LIMA, OH	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
TPWM, LLC	HOLDING COMPANY	E	yes	05/2022	May 3, 2022	Sep 27, 2024
TRUEBLOOD, PHILLIP, GEOFFREY	Owner	E	yes	05/2022	Jun 3, 2022	Sep 27, 2024
TRUEBLOOD, PHILLIP, GEOFFREY	CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jun 3, 2022	Sep 27, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 11, 2026	$474M	$445M	3	2	n/a	n/a
2024	Feb 12, 2025	$431M	$406M	2	2	n/a	n/a
2023	Feb 2, 2024	$332M	$301M	2	2	n/a	n/a
2022	Feb 8, 2023	$274M	$252M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$474M	$431M	10.1%	$274M	20.0%	3	2	0	0

Relationships

Registered with (5)

← Mary Kelly MulcahyAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← Erin Elizabeth MulcahyAdvisorregistration: current employment
May 27, 2026 to presentfactForm ADV
← Hannah DunnAdvisorregistration: current employment
Aug 27, 2025 to presentfactForm ADV
← PHILLIP LEE TRUEBLOODAdvisorregistration: current employment
Mar 1, 2023 to presentfactForm ADV
← PHILLIP GEOFFREY TRUEBLOODAdvisorregistration: current employment
Jun 3, 2022 to presentfactForm ADV

Controls (2)

← TRUEBLOOD, PHILLIP, GEOFFREYOwnerOWNER, ownership code E, individual
Jun 3, 2022 to Sep 27, 2024factForm ADV
← TPWM, LLCOwnerHOLDING COMPANY, ownership code E, domestic entity
May 3, 2022 to Sep 27, 2024factForm ADV

Dated events

Occurred
Jun 15, 2022
Control person joined
William Andrew Hamelin (Chief Compliance Officer) appeared on Schedule A of Trueblood Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Jun 15, 2022
Control person left
William Andrew Hamelin (Chief Compliance Officer) no longer on Schedule A of Trueblood Wealth Management, Llc (listed 2022-06-15, absent 2022-06-15)
Form ADVobserved 4 days ago
Occurred
Jun 3, 2022
Control person joined
Geoffrey Phillip Trueblood (Owner) appeared on Schedule A of Trueblood Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
May 3, 2022
First Form ADV filing
Trueblood Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:019fca14-1ca6-ad58-6b3d-4358437fd42e
First observed: May 3, 2022
Last observed: Aug 25, 2026 25 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TRUEBLOOD WEALTH MANAGEMENT, LLC

CRD 321659

LIMA, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:019fca14-1ca6-ad58-6b3d-4358437fd42e

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PHILLIP GEOFFREY TRUEBLOOD

n/a

LIMA, OH

PHILLIP LEE TRUEBLOOD

n/a

LIMA, OH

Hannah Dunn

n/a

LIMA, OH

n/a

Mary Kelly Mulcahy

n/a

LIMA, OH

n/a

Erin Elizabeth Mulcahy

n/a

LIMA, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

TPWM, LLC

HOLDING COMPANY

yes

05/2022

May 3, 2022

Sep 27, 2024

TRUEBLOOD, PHILLIP, GEOFFREY

Owner

yes

05/2022

Jun 3, 2022

Sep 27, 2024

TRUEBLOOD, PHILLIP, GEOFFREY

CHIEF COMPLIANCE OFFICER

yes

06/2022

Jun 3, 2022

Sep 27, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$474M

$445M

n/a

2024

Feb 12, 2025

$431M

$406M

n/a

2023

Feb 2, 2024

$332M

$301M

n/a

2022

Feb 8, 2023

$274M

$252M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$474M

$431M

10.1%

$274M

20.0%