# Todd Wealth Management LLC

> Todd Wealth Management LLC is an SEC-registered investment advisory firm in Venice, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 164761
- Filed as: TODD WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Venice, FL
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164761
- AdvisorCensus page: https://advisorcensus.com/firm/todd-wealth-management-llc-venice-fl-164761

## Quick answers

**How is Todd Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Todd Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Todd Wealth Management LLC located?**
Todd Wealth Management LLC's principal office is in Venice, FL, according to its Form ADV.

**Is Todd Wealth Management LLC registered with the SEC or a state?**
Todd Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 164761.

**How much does Todd Wealth Management LLC manage?**
Todd Wealth Management LLC reports $158,910,267 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Todd Wealth Management LLC's assets and staff changed since 2025?**
In the Form ADV data for Todd Wealth Management LLC: Regulatory assets under management: $133,123,686 in the October 2025 data and $158,910,267 in the October 2026 data, up 19%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Todd Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (324); high net worth individuals (38).

**Which custodians does Todd Wealth Management LLC use?**
Todd Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Todd Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164761

**Does Todd Wealth Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Todd Wealth Management requires no minimum account balances and/or fees to manage your portfolio."

**What changed in Todd Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $133,123,686 to $158,910,267 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: None

> Todd Wealth Management requires no minimum account balances and/or fees to manage your portfolio.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $158,910,267
- Discretionary: $158,910,267
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 324 | $80,239,059 |
| High net worth individuals | 38 | $78,671,208 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $133,123,686 | 2 | May 14, 2025 |
| October 2026 | $158,910,267 | 2 | March 6, 2026 |

Regulatory assets under management: $133,123,686 in the October 2025 data and $158,910,267 in the October 2026 data, up 19%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $133,123,686 to $158,910,267 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Todd Wealth Management LLC (CRD 164761): Form ADV filing data as of October 2026.