Tanglewood Total Wealth Management, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 107639
- SEC number
- 801-38245
- Firm type
- RIA
- Assets under management
- $1.6B as of Mar 30, 2026
- Website
- www.tanglewoodwealth.com ↗
- Phone
- 713-840-8880
- Address
- 1400 Post Oak Blvd, Houston, TX, 77056
Advisors at this firm
9 in our index · page 1 of 1
-
Thomas Lloyd BruceCRD 8032217 · Houston, TXIA Registered
-
Peter Lewis FaustCRD 5846156 · Houston, TXIA Registered
-
Keith Alan FenstadCRD 2380515 · Houston, TXIA Registered
-
Abigail Cheng GundersonCRD 3089575 · Houston, TXIA Registered
-
Adam Philip LawrenceCRD 6894235 · Houston, TXIA Registered
-
Brian Joseph MerrillCRD 5000672 · Houston, TXIA Registered
-
John Franklin MerrillCRD 805875 · Houston, TXIA Registered
-
Michael Shane PumphreyCRD 7912793 · Houston, TXIA Registered
-
Tina YangCRD 8225042 · Houston, TXIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 107639 ↗
FINRA BrokerCheck record for firm CRD 107639 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.