TODD WEALTH MANAGEMENT LLC
CRD #164761 SEC #801-132318 VENICE, FL 941-483-3732
SEC Registered
Total AUM
$133.1M
Discretionary
$129.1M
Employees
2
Clients
0
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $133.1M | $129.1M | $4M | 2 | 341 |
| Mar 2025 | $133.1M | $129.1M | $4M | 2 | 341 |
DateMay 2025
Total AUM$133.1M
Discretionary$129.1M
Non-Disc.$4M
Employees2
Clients341
DateMar 2025
Total AUM$133.1M
Discretionary$129.1M
Non-Disc.$4M
Employees2
Clients341