Todd Wealth Management LLC
● SEC registered since 2025CRD 164761SEC# 801-132318Venice, FL
Reg. AUM
$158.9M
Employees
2
Accounts
1,275
Location
Venice, FL
Todd Wealth Management LLC assets under management
Todd Wealth Management LLC is an investment advisory firm registered with the SEC based in Venice, FL. The firm has been registered since 2025. It reports $158.9 million in regulatory assets under management and employs 2 people.
Todd Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Anthony Heath-Hazlett Control | Chief Executive Officer/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Todd Wealth Management LLC manage?
Todd Wealth Management LLC reports $158.9 million in regulatory assets under management on its Form ADV.
How many employees does Todd Wealth Management LLC have?
Todd Wealth Management LLC reports 2 employees.
Where is Todd Wealth Management LLC located?
Todd Wealth Management LLC is based in Venice, FL and has been SEC-registered since 2025.
Does Todd Wealth Management LLC disclose fund performance?
Todd Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 249 Nokomis Ave S, Venice, FL 34285 |
| Phone | 941-483-3732 |
| Fax | 941-488-5444 |
| Office hours | 8:30 - 4:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$158.9M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$158.9Mregulatory AUM
Discretionary $158.9M