T
Todd Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$158,910,267
Clients
362
10% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
362
Very HighAverage account size
$438,979
About
Todd Wealth Management provides investment management and advisory services to individuals, trusts, and estates, serving both high-net-worth and non‑HNW individual clients. The firm reports approximately $158.9 million in assets under management, operates with a single advisory principal, and manages client relationships on a non‑discretionary basis for roughly 362 clients.
Portfolios are customized through asset allocation and selection across ETFs, REITs, mutual funds, bond funds, and select individual equities, with an emphasis on income‑oriented solutions for clients in or near retirement. The firm uses fundamental and technical analysis, accepts client‑imposed investment restrictions, and supplements its capabilities through a sub‑advisory relationship with a third‑party manager while custodian services are provided through Charles Schwab.
What is distinctive about the firm is its unusually high client‑to‑advisor ratio and its multiple outside affiliations: the principal maintains registrations with another state‑registered adviser and the firm has a formal sub‑advisory arrangement for third‑party managed strategies. The principal is also a licensed insurance agent who may recommend fixed insurance products and receive commissions, and the firm does not vote client proxies, leaving proxy decisions to clients.
Client services
Portfolio management
Selection of other advisers
Expertise
Annuities
Real estate investing
Fee options
Fixed fees may be charged on some accounts; fees are negotiated on a case-by-case basis.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: Negotiable
Commissions and/or service fees from fixed annuities or life insurance sold by the principal in his separate capacity as a licensed insurance agent.
Main office location
Todd Wealth Management LLC
249 Nokomis Ave S
Venice FL 34285, United States
Number of offices
1
Most active in
Todd Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Florida · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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