Tanglewood Total Wealth Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Non-Exchange Traded Equities24%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$1.3B in ETFs
89%
$1.1B
5%
$143M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $238M | 635,779 | 18.63% |
Location
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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