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TODD WEALTH MANAGEMENT LLC
CRD 164761 · SEC 801-132318
249 NOKOMIS AVE S, VENICE, FL, 34285, United States
Phone
941-483-3732
Fax
941-488-5444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.9M
Discretionary AUM
$158.9M
Team
2 total employees; 1 advisory reps; 341 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 324 | $80.2M |
| High net worth individuals | 38 | $78.7M |
States served
CA, PA, FL
Official SEC filing: View on IAPD