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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEATH-HAZLETT, TODD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| HEATH-HAZLETT, TODD, ANTHONY | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (3)
CA FL PA
Address
249 NOKOMIS AVE SVENICE, FL 34285
United States
Phone: 941-483-3732