Todd Wealth Management LLC
Todd Wealth Management LLC (CRD# 164761) is a financial advisory firm headquartered in Venice, FL. They manage $84,000,000 in 691 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Todd Wealth Management LLC
By the Numbers
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Total Assets Under Management84MILLION
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Total Number of Accounts691ACCOUNTS
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Average Account Value$121,563
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, PA
Financial Advisors at Todd Wealth Management LLC
No Advisor Found.
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