# TODD WEALTH MANAGEMENT LLC

TODD WEALTH MANAGEMENT LLC of VENICE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 164761
- Type: SEC-registered investment adviser
- SEC file number: 801-132318
- Location: 249 NOKOMIS AVE S, VENICE, FL, 34285
- Phone: 941-483-3732
- Latest filing: 2026-03-06
- Regulatory AUM: $158.9M
- Discretionary AUM: $158.9M
- Clients: 2
- Accounts: 1,275

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Todd Anthony Heath-Hazlett | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164761/similar
- Related entities: https://search.stillhousedata.com/firm/164761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164761

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.