RIA Intel›Advisers›Texas›TANGLEWOOD WEALTH MANAGEMENT, INC.

TANGLEWOOD WEALTH MANAGEMENT, INC.

Advisory

N·HOUSTON, TX

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$1.6B
1-Year AUM Growth
+8.2%
3-Year CAGR
+2.0%
Employees
10
Assets Under Management
Total AUM$1.6B
Discretionary AUM$1.6B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients430
Team
Total Employees10
Investment Advisers14
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record46
First FilingMar 2, 2001
Latest FilingMar 25, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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