TODD WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$158,910,267
Discretionary
$158,910,267
Non-discretionary
$0
Firm details
- CRD number
- 164761
- SEC file number
- 801-132318
- Main office
- VENICE, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.