TODD WEALTH MANAGEMENT LLC

Overview

Todd Wealth Management LLC is a privately owned advisory firm that focuses on serving individual and family clients, including small business owners. The firm operates primarily as a discretionary portfolio manager and also provides selection of other advisers when clients need specialized strategies. Its compensation combines a percentage of assets under management and fixed fees, and the firm is also licensed to act as an insurance broker — a capability it uses to integrate annuities and other insurance-based solutions into client plans. Investment posture is conservative-to-moderate and implementation-driven: the firm uses pooled public funds and separately managed account (SMA) wrappers as the core of client portfolios, while tapping third-party managers for less liquid or specialist exposures. Todd Wealth Management LLC is not an active ESG investor and does not present itself as a multi-state advisory network. It is registered with the SEC (registration year listed as 2025) and positions itself as a capital allocator that places client capital across traditional public funds and selected alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices