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TODD WEALTH MANAGEMENT LLC

VENICE, FL · CRD 164761 · IAPD ↗ · 941-483-3732

$158.9MRegulatory AUM
1Advisory reps
2Employees
341Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — TODD WEALTH MANAGEMENT LLC (VENICE, FL) is newly SEC-registered with $133.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.