Todd Wealth Management LLC

Overview

Todd Wealth Management LLC is an individually owned advisory firm that provides portfolio management to individuals and small businesses and selects outside advisers on behalf of clients. The firm is also registered with the SEC, having completed registration in 2025. Its business mix includes insurance brokerage alongside advisory services, and it positions itself as a capital allocator for private client relationships. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives