TODD WEALTH MANAGEMENT LLC
TODD WEALTH MANAGEMENT LLC of VENICE, FL is an SEC-registered investment adviser (CRD 164761). Regulatory assets under management: $158.9M.
Registration
- CRD: 164761
- SEC file number: 801-132318
- Type: Registered investment adviser
- 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 | — |
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