Adviser Profile
| As of Date | 04/04/2025 |
| Registration status | Registration Changed to TODD WEALTH MANAGEMENT LLC |
| ADV Location | VENICE, FL, United States |
| Contact Info | 941 xxxxxxx |
| AUM* | 133,123,686 58% |
| of that, discretionary | 129,080,366 57% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,592 24% |
| % High Net Worth | 6.52% 48% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds