Todd Randall Walsh

39 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingHigh Net Worth

Alpha Cubed Investments, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,928 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$3.0B

Fee Structure

Location

1124 Bristol St., Costa Mesa, CA, 92626

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

October 2001

Settled

Regulatory

October 1994

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Todd owns an avocado farm called TWT Farms since 2021, dedicating minimal time. He also co-owns Walsh Rentals AZ, LLC, a rental property, since 2023, spending minimal time.