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 registered investment adviser that has been SEC-registered since 1991 and is privately owned by an individual. The firm serves primarily individuals and families on a fee‑based model charged as a percentage of assets under management. Core services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Tanglewood reports being an active ESG investor and does not describe itself as a capital allocator or a multi‑state adviser. The firm has received recognition in national rankings, appearing in Forbes’ Top RIA Firms list in 2024 and CNBC’s Top 100 Financial Advisory Firms in 2025.