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TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
1400 Post Oak Blvd
Suite 800
Houston, Texas 77056
Tel: 713-840-8880
About TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC, formally registered with the SEC as TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. The firm was established in 01/25/1991. They have over 2 offices throughout the country.
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. is a Houston, Texas based Financial Planning firm with nearly $1,305,375,189 assets under management, offering retirement planning & investment advisory services to 1286 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107639 |
| SEC# | 801-38245 |
| Assets Managed by Firm | $1,305,375,189 |
| No. of Clients | 1286 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1286 | $1,305,375,189 |
| Individuals (other than high net worth individuals) | 74 | $46,878,061 |
| High net worth individuals | 353 | $1,249,800,594 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,417,166 |
| Charitable organizations | Fewer than 5 clients | $4,431,726 |
| Corporations or other businesses | Fewer than 5 clients | $2,847,642 |
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