|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Todd Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 164761 |
| SEC # | 801-132318 |
| CIK # | |
| AUM | $133.1 M (2025-05-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 941-483-3732 |
| Address | 249 Nokomis Ave S Venice, FL 34285 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 367 | 70.7 |
| (b) Individuals (high net worth individuals) | 26 | 55.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 884 | 133.1 |
| By Discretionary | ||
| Discretionary | 684 | 129.1 |
| Non-Discretionary | 200 | 4.0 |
| Total | 884 | 133.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.1 | |
| Total | 884 | 133.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Balanced Asset Strategies Ltd
✚
|
IL | 0.1 |
|
Pathways Wealth Management Inc
✚
|
0.1 | |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Hudson Capital Advisory Inc
✚
|
NY | 0.1 |
|
Norton Capital Management Inc
✚
|
VA | 0.1 |
|
Troutman Wealth Management LLC
✚
|
PA | 0.1 |
|
Fenix Asset Management LLC
✚
|
NY | 0.1 |
|
McDonnell Wealth Management LLC
✚
|
IL | 0.1 |
|
Avera Capital Wealth Management LLC
✚
|
CO | 0.1 |
|
Infinity Wealth Counsel LLC
✚
|
OH | 0.1 |