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Building 2TODD WEALTH MANAGEMENT LLC

Map pinVENICE, FL
Phone941-483-3732
NotebookSEC #801-132318
Total AUM
$158.9M
Employees
2
Clients
362

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
249 NOKOMIS AVE S
VENICE
FL 34285
United States
Operating Hours
8:30 - 4:00
Monday - Friday
Phone
941-483-3732

ReceiptFinancials

Total AUM
$158.9M
Accounts
1,275
Discretionary
$158.9M
Accounts
1,275
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
324
AUM
$80.2M
HNW Individual Clients
38
AUM
$78.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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