Todd Wellnitz has been an investment adviser representative at Legacy Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · 1 yearAlameda, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Todd Wellnitz is registered as an investment adviser representative in California, as a resident of California, since October 2024.
- CaliforniaResidentSince 28 October 2024
Examinations
No examinations are on Todd Wellnitz’s record.
- Full name
- Todd Richard Wellnitz
- CRD
- 7951126
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 1516 Oak St. #304, Alameda, CA 94501
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Todd Wellnitz work?
Todd Wellnitz is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Todd Wellnitz a financial advisor?
Yes. Todd Wellnitz has a current investment-adviser registration in California, through Legacy Wealth Management since October 2024.
How many years of experience does Todd Wellnitz have?
Todd Wellnitz has 1 year in the financial industry, since October 2024, across 1 adviser firm.
Where is Todd Wellnitz based?
Todd Wellnitz’s registered office is in Alameda, CA.
Is Todd Wellnitz registered with FINRA?
No. Todd Wellnitz has no current broker registration.
How can I verify Todd Wellnitz’s record?
Search CRD 7951126 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Wellnitz’s full registration record.
