Mary K. Mulcahy

TRUEBLOOD WEALTH MANAGEMENT

LIMA, OH 45806

CRD#: 8263688

Some features on this profile are disabled

Professional summary

Mary Kelly Mulcahy is a registered financial advisor currently at TRUEBLOOD WEALTH MANAGEMENT, LLC located in Lima, Ohio.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Mary has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kelly Mulcahy's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 27, 2026 - Present

TRUEBLOOD WEALTH MANAGEMENT, LLC

Office #1: 2500 Shawnee Road Suite A, Lima, OH 45806

RIA

CRD#: 321659

LIMA, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUEBLOOD WEALTH MANAGEMENT, LLC

CRD#: 321659 / SEC#: 801-125794

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/27/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/18/2026

Uniform Investment Adviser Law Examination

Current Firm

TRUEBLOOD WEALTH MANAGEMENT, LLC

CRD#: 321659 / SEC#: 801-125794

RIA

Registered Investment Advisory firm - (6/3/2022 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2500 Shawnee Road Suite A, Lima, OH 45806

Mailing Address

Phone number

(419) 812-2998

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts	987
AUM (Assets Under Management)	$ 474,149,389

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Natalia Avila

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

SANTA CLARITA, CA

Eric Smith

J. W. COLE ADVISORS, INC.

IAR

JACKSONVILLE, FL

Daniel Milks

FIDUCIARY ORGANIZATION, LLC

IAR

GREENVILLE, SC

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mary K. Mulcahy

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Kelly Mulcahy's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEBLOOD WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

TRUEBLOOD WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/18/2026

Current Firm

TRUEBLOOD WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUEBLOOD WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors