Overview
Assets Under Management: $159 million
Headquarters: VENICE, FL
High-Net-Worth Clients: 38
Average Client Assets: $2.1 million
Frequently Asked Questions
TODD WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164761), TODD WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TODD WEALTH MANAGEMENT LLC is headquartered in VENICE, FL.
TODD WEALTH MANAGEMENT LLC serves 38 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, TODD WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
TODD WEALTH MANAGEMENT LLC manages $159 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, TODD WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.51%
Average Client Assets: $2.1 million
Total Client Accounts: 1,275
Discretionary Accounts: 1,275
Regulatory Filings
CRD Number: 164761
Filing ID: 2066651
Last Filing Date: 2026-03-06 19:42:03