Todd Wealth Management LLC

Overview

Todd Wealth Management LLC is a privately owned limited liability company that serves individual and family clients with a mix of portfolio management and adviser-selection services. The firm is a capital allocator that hires third‑party managers and places client capital across public and private vehicles. It also operates as an insurance broker and uses annuity products as part of its offering. Todd Wealth Management is registered with the SEC (registration year: 2025). Fees are charged both as a percentage of assets under management and via fixed fees. The firm does not characterize itself as an ESG investor and is not organized as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices