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TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

TANGLEWOOD WEALTH MANAGEMENT, INC.

CRD 107639 · SEC 801-38245

Visit website

1400 POST OAK BLVD, SUITE 800, HOUSTON, TX, 77056, United States

Phone

713-840-8880

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.59B

Discretionary AUM

$1.59B

Team

14 total employees; 10 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals54$34.8M
High net worth individuals363$1.55B

States served

AR, CA, CO, LA, NJ, OK, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD