Tanglewood Total Wealth Management, Inc.

RIASEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$1.2M
Accounts
1,296
Employees
14
Advisory reps
9

Firm details

Headquarters
Houston, Texas
CRD number
107639
Registered since
January 25, 1991
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 registered investment adviser that has been SEC-registered since 1991. The firm serves individuals and families on a percentage-of-assets fee basis, offering financial planning and discretionary portfolio management for both private clients and small businesses, as well as institutional or business accounts. Tanglewood identifies as an active ESG investor and is privately owned by an individual. Public recognitions include placement on Forbes’ Top RIA Firms list (2024) and CNBC’s Top 100 Financial Advisory Firms (2025).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Non-Exchange Traded Equities 24%, Cash & Cash Equivalents 6%, US Government Bonds 1%69%
  • Exchange Traded Equities69%
  • Non-Exchange Traded Equities24%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 46

Active vs passive

$1.3B in ETFs

Passive

89%

$1.1B

Active

5%

$143M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$238M635,77918.63%

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
1400 Post Oak Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth