Trueblood Wealth Management, Llc
- Regulatory AUM
- $474M
- Discretionary
- $445M
- Clients
- 346
- Avg AUM / client
- $1.4M
- Accounts
- 987
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 237 | $53.2M | 11.2% |
| High net worth individuals | 86 | $353M | 74.4% |
| Pension and profit sharing plans | 9 | $29.2M | 6.16% |
| Charitable organizations | 8 | $26.2M | 5.53% |
| Corporations and other businesses | 6 | $12.8M | 2.7% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Phillip Geoffrey Trueblood | Owner | May 2022 (4y) | ≈ 56.25% – 100% via Tpwm, Llc | |
| Phillip Lee Trueblood | Registered representative | Mar 2023 (3y) | ||
| Hannah Dunn | Registered representative | Aug 2025 (1y) | ||
| Erin Elizabeth Mulcahy | Registered representative | May 2026 (0y) | ||
| Mary Kelly Mulcahy | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tpwm, Llc | Holding Company | May 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Phillip Geoffrey Trueblood: 75% – 100% of Tpwm, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $449M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗