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TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Legal name: TANGLEWOOD WEALTH MANAGEMENT, INC.
CRD 107639File 801-38245
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.59B
Top 25% of cohort (national)
Discretionary AUM
$1.59B
Clients
417
1,296 accounts
Employees
14
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 25, 1991
- Principal office
- 1400 POST OAK BLVD, SUITE 800, HOUSTON, TX, 77056
- Phone
- 713-840-8880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.59B
- Discretionary AUM
- $1.59B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,296
- Non-discretionary accounts
- 0
- Total accounts
- 1,296
- AUM per client
- $3.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.8M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 363 | $1.55B |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 54 | $34.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Apr 1, 2026 | Clients | 430 | 417 | decreased by13 |
| Apr 1, 2026 | AUM | $1,430,951,690 | $1,590,907,786 | increased by$159,956,096 |
| Apr 1, 2026 | Accounts | 1,294 | 1,296 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 17 | 15 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 17 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 446 | 430 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,406,404,904 | $1,430,951,690 | increased by$24,546,786 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,246 | 1,294 | increased by48 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 449 | 446 | decreased by3 |
| Apr 1, 2022 | AUM | $1,224,748,000 | $1,406,404,904 | increased by$181,656,904 |
| Apr 1, 2022 | Accounts | 1,175 | 1,246 | increased by71 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TANGLEWOOD TOTAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TANGLEWOOD TOTAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.