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RIA · CRD 164761SEC-Registered

Updated:

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.

Overview

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

RIA

Location

Region

North America

Country

Canada

City

Venice

Corporate office

Abbotsford, British Columbia, Canada

Principals

Bruce Todd

Founder

Sector focus

Real EstateHospitalityFood & Beverage

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