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Todd Wealth Management LLC

● SEC registered since 2025CRD 164761SEC# 801-132318Venice, FL
Export (members)
Reg. AUM
$133.1M
Employees
2
Accounts
884
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 $133.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Todd Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Todd Anthony Heath-Hazlett ControlChief Executive Officer/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Todd Wealth Management LLC manage?

Todd Wealth Management LLC reports $133.1 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

Address249 Nokomis Ave S, Venice, FL 34285
Phone941-483-3732
Fax941-488-5444
Office hours8:30 - 4:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.1M
Non-discretionary$4M
Total (RAUM)$133.1M