TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Latest filing: Apr 02, 2025 (94 days ago)
AUM
$1,430,951,690
10% change vs. 1 year ago
2% change vs. 3 years ago
38% change vs. 5 years ago
69% change vs. 10 years ago
Employee Count
17
31% change vs. 1 year ago
31% change vs. 3 years ago
42% change vs. 5 years ago
55% change vs. 10 years ago
Main Office
HOUSTON, TX
1400 POST OAK BLVD, HOUSTON, TX, UNITED STATES, 77056
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.4 |
| Non-Discretionary | $0.0 |
| Total | $1.4 |
| Client | AUM |
|---|---|
| Retail | $1.4 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 96 | $0.1 |
| Average Individual AUM | $707,667 | |
| HNW | 334 | $1.4 |
| Average HNW AUM | $4,056,571 | |
| Retail Total | 430 | $1.4 |
| Average Retail AUM | $3,308,909 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.4 |
| Retail SMA AUM | $1.4 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 93% | $1.3 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.1 |
| Other | 1% | $0.0 |
| Total | 102% | $1.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| CURTIS HOLDEN | HOUSTON | TX | CHARTERED FINANCIAL ANALYST | ||||||
| BRIAN MERRILL | HOUSTON | TX | S65|2005-11-09 | CERTIFIED FINANCIAL PLANNER | |||||
| KEITH FENSTAD | HOUSTON | TX | S63|1994-01-28|S65|1998-08-03 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN MERRILL | HOUSTON | TX | S63|1984-02-23 | ||||||
| MICHAEL PUMPHREY | HOUSTON | TX | CERTIFIED FINANCIAL PLANNER | ||||||
| JEFFREY SPEIGHT | HOUSTON | TX | S63|1989-03-09 | CERTIFIED FINANCIAL PLANNER | |||||
| ABIGAIL GUNDERSON | HOUSTON | TX | S66|2007-07-02 | CERTIFIED FINANCIAL PLANNER | |||||
| PETER FAUST | HOUSTON | TX | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.4 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $1.4 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $1.3 | $0.1 | 10% | 13 | 4 | 31% |
| 2023-04-04 | $1.2 | $0.2 | 19% | 14 | 3 | 21% |
| 2022-04-01 | $1.4 | $0.0 | 2% | 13 | 4 | 31% |
| 2021-04-05 | $1.2 | $0.2 | 17% | 12 | 5 | 42% |
| 2020-04-01 | $1.0 | $0.4 | 38% | 12 | 5 | 42% |
| 2019-04-01 | $0.9 | $0.6 | 63% | 12 | 5 | 42% |
| 2018-04-02 | $0.9 | $0.5 | 59% | 11 | 6 | 55% |
| 2017-04-01 | $0.8 | $0.6 | 71% | 12 | 5 | 42% |
| 2016-04-01 | $0.8 | $0.6 | 75% | 11 | 6 | 55% |
| 2015-04-01 | $0.8 | $0.6 | 69% | 11 | 6 | 55% |
| 2014-04-01 | $0.8 | $0.6 | 81% | 11 | 6 | 55% |
| 2013-04-01 | $0.7 | $0.7 | 99% | 11 | 6 | 55% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TX, AR-09/17/2024, CA-08/05/2005, CO-11/06/2017, FL-02/01/2019, LA-05/28/2004, NJ-05/10/2019, OK-06/04/2021, TX-02/01/2000, VA-11/06/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV