Tod Leighton Lenhoff
Investment adviser representative at Wealth Compass Financial, Inc.
28 yearsExperience
1 stateRegistered in
$115.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Wealth Compass Financial, Inc.Sep 2021 to now
- Wealth Compass Insurance ServicesMar 2021 to now
- Tod LenhoffJan 1998 to now
- Ae Wealth Management, LLCDec 2016 to Sep 2021
- Madison Avenue Securities, LLCDec 2016 to Nov 2017
- Gf Investment Services, LLCOct 2014 to Dec 2016
- Global Financial Private Capital, LLCOct 2014 to Dec 2016
- Lenhoff Financial GroupJul 2002 to Mar 2021
- Lenhoff Insurance ServicesJul 2002 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Compass Financial, Inc.
$115.4MAssets managed
251Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3255143
- Firm CRD
- 290139