Tanglewood Total Wealth Management
TL;DR
Tanglewood Total Wealth Management was founded in 1979, manages about $1.6 billion on a discretionary basis, and offers wealth management with planning included or investment management only.
$1.6 billion
Regulatory AUM
As of ADV filing 2026-03-30
1,296
Accounts / Clients
417 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
14
Team Size
employees, 10 advisory
35 yrs
Years Registered
First registered 1991
About Tanglewood Total Wealth Management
Tanglewood Total Wealth Management was founded in 1979, manages about $1.6 billion on a discretionary basis, and offers wealth management with planning included or investment management only.
Office: 1400 Post Oak Blvd, Suite 800, Houston, TX 77056.
Best for: families wanting included planning at a $14,000 minimum fee, or investment-only with no minimum
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD107639
RegistrationSEC-registered
First registration1991
Regulatory AUM$1.6 billion
ADV filing date2026-03-30
Accounts1,296
Clients417 individual and high-net-worth clients
Employees14
Advisory employees10
Fee modelFee-only per its own site; ADV 2A describes asset-based fees only, no insurance sales
Minimum$14,000 minimum annual fee for wealth management; none for investment-only (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CPA and EA named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 107639, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in Houston, TX (2026): rank 1 of 10
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