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TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

HOUSTON, TX · CRD 107639 · IAPD ↗ · tanglewoodwealth.com · 713-840-8880

$1.59BRegulatory AUM
10Advisory reps
14Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2025 — TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. grew from 4 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
October 2024 — TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.