TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 1991

Total AUM

$1.6B

Discretionary

$1.6B

100% of AUM

Avg account

$1.2M

Accounts

1,296

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 107639
Registered since: January 25, 1991
Website: www.tanglewoodwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI97.22%
Individuals2.19%
Corporations / Businesses0.3%
Charitable Organizations0.18%
Pension & Profit Sharing Plans0.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tanglewood Total Wealth Management, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1991. The firm serves individual and family clients, charging fees based on a percentage of assets under management, and offers financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Tanglewood reports being an active ESG investor and incorporates environmental, social, or governance considerations into its investment work. It does not act as a capital allocator, instead placing client capital into third‑party managers when using alternative strategies. Tanglewood has received recognition in the trade press, appearing on Forbes’ list of Top RIA Firms in 2024 and CNBC’s Top 100 Financial Advisory Firms in 2025.