Todd Wealth Management LLC

RIASEC Registered
Total AUM
$159M
Discretionary
$159M
100% of AUM
Avg account
$125K
Accounts
1,275
Employees
2
Advisory reps
1

Firm details

Headquarters
Venice, Florida
CRD number
164761
Registered since
April 2, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals50.49%
  • HNWI49.51%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Todd Wealth Management LLC is a privately owned limited liability company that serves individual and family clients with a mix of portfolio management and adviser-selection services. The firm is a capital allocator that hires third‑party managers and places client capital across public and private vehicles. It also operates as an insurance broker and uses annuity products as part of its offering. Todd Wealth Management is registered with the SEC (registration year: 2025). Fees are charged both as a percentage of assets under management and via fixed fees. The firm does not characterize itself as an ESG investor and is not organized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 96%, Cash & Cash Equivalents 4%96%
  • Public Funds/Mutual Funds96%
  • Cash & Cash Equivalents4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$39.8M in ETFs

Passive

48%

$18.9M

Active

49%

$20.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$4.7M7,76411.89%

Location

Primary office

Venice, FL

Sarasota

Location

Venice, FL

Headquartered in Venice, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
249 Nokomis Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth