|
⚲
|
| Todd Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 164761 |
| SEC # | 801-132318 |
| CIK # | |
| AUM | $158.9 M (2026-03-06) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 941-483-3732 |
| Address | 249 Nokomis Ave S Venice, FL 34285 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 80.2 |
| (b) Individuals (high net worth individuals) | 38 | 78.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,275 | 158.9 |
| By Discretionary | ||
| Discretionary | 1,275 | 158.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,275 | 158.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 158.9 | |
| Total | 1,275 | 158.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Murray Investment Management LLC
✚
|
TX | 0.2 |
|
Modern Dollar Planning LLC
✚
|
MO | 0.2 |
|
HDA Wealth Management LLC
✚
|
OH | 0.2 |
|
SKA Financial Services Inc
✚
|
OH | 0.2 |
|
Retirement Income Strategies LLC
✚
|
WI | 0.2 |
|
Plus Group Wealth Advisors LLC
✚
|
WI | 0.2 |
|
JDT Inc
✚
|
KY | 0.2 |
|
Radius Wealth Management Inc
✚
|
MA | 0.2 |
|
Altar Rock LLC
✚
|
0.2 | |
|
Private Financial Management LLC
✚
|
0.2 |