$158.9M Total AUM
$158.9M Disc. AUM
-- 3Y CAGR
2 Employees
703 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2012
- Office Locations
- 1
Office Locations
249 Nokomis AVE S Venice FL
About Todd Wealth Management LLC
Todd Asset (Todd Wealth Management LLC) is an owner-led boutique investment adviser providing asset management and portfolio construction for retail and institutional clients. The firm uses a transparent, repeatable, fundamentals-based intrinsic value approach, with published research/insights that include international equities. Custody is supported through Charles Schwab & Co.
Team overview
-- AVG AGE
$158.9M AVG AUM / ADVISOR
$226.0K AVG AUM / CLIENT
14 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TODD ANTHONY HEATH-HAZLETT
Chief Compliance Officer, Chief Executive Officer, Insurance Agent
- CRD
- #2203723
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,910,267 | $124,636 |
| Non-Discretionary | $0 | -- |
| Total | $158,910,267 | $124,636 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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