Tanglewood Total Wealth Management, INC.
Houston, TX·SEC-registered · CRD #107639
Tanglewood Total Wealth Management, INC. is an SEC-registered investment advisory firm in Houston, TX managing $1.6B across 1.3k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
1.3k
Advisory staff
10
Fee model
Fee-only
How Tanglewood Total Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Tanglewood Total Wealth Management, INC.
How much does Tanglewood Total Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (03/30/2026), Tanglewood Total Wealth Management, INC. reports $1.6B in regulatory assets under management across roughly 1.3k client accounts.
How does Tanglewood Total Wealth Management, INC. charge?
Tanglewood Total Wealth Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Tanglewood Total Wealth Management, INC. a fiduciary?
Yes. Tanglewood Total Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #107639), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Tanglewood Total Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Tanglewood Total Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Tanglewood Total Wealth Management, INC.'s public SEC Form ADV filing (CRD #107639, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Tanglewood Total Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Tanglewood Total Wealth Management, INC.? Claim this profile.