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Todd Wealth Management
TODD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Venice, FL, registered since 2025. The firm manages approximately $159 million in assets.
Todd Wealth Management
TODD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Venice, FL, registered since 2025. The firm manages approximately $159 million in assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
Canada
City
Venice
Corporate office
Abbotsford, British Columbia, Canada
Principals
Bruce Todd
Founder
Sector focus
Frequently asked questions
Where does the wealth managed by Todd Wealth Management come from?
The underlying capital was generated primarily through the Pantry Restaurant group, a chain of family-dining locations Bruce Todd founded and expanded across British Columbia's Fraser Valley starting in the 1980s. Real estate accumulation — many restaurant sites are company-owned — provided a secondary compounding engine. The family also holds interests in multi-family residential development and food-industry supply businesses.
Who makes investment decisions at Todd Wealth Management?
Bruce Todd is the firm's founder and the principal decision-maker on investment matters, reflecting the single-family-office structure. The office does not publicly detail an investment committee or external advisors. Strategic direction appears tightly held, consistent with a founder-led family office that operates in close coordination with the Pantry's operating management.
Is Todd Wealth Management structured as a single family office or a multi-family office?
It operates as a single-family office exclusively serving the Todd family. There is no public indication that the firm manages capital for, or provides advisory services to, external families or individuals. The structure is integrated with the family's flagship restaurant operating company.
What is Todd Wealth Management's known posture on real estate versus operating-business investments?
Real estate and operating businesses are interlinked rather than treated as separate allocation silos. The firm favors owning the underlying property where its restaurant and hospitality ventures operate. Beyond the Pantry footprint, the office pursues multi-family residential development and hospitality investments, suggesting a bias toward tangible, cash-flowing assets in Western Canada.
Does Todd Wealth Management participate in fund commitments or only direct deals?
The firm's disclosed activity points to direct investment in real estate and privately held operating companies. There is no public record of the office committing to third-party private equity, venture, or real estate funds. This is consistent with an operator-rooted family office that prefers to control its own assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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