TANGLEWOOD WEALTH MANAGEMENT, INC.
Legal name: TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD #107639 SEC #801-38245 HOUSTON, TX 713-840-8880
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
15
Clients
101
Accounts
1,294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.4B | $1.4B | $0 | 15 | 0 |
| Apr 2025 | $1.4B | $1.4B | $0 | 17 | 0 |
| Apr 2025 | $1.4B | $1.4B | $0 | 17 | 0 |
| Mar 2025 | $1.4B | $1.4B | $0 | 17 | 0 |
| Sep 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Mar 2024 | $1.3B | $1.3B | $0 | 13 | 0 |
| Oct 2023 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 14 | 0 |
| Mar 2023 | $1.2B | $1.2B | $0 | 14 | 0 |
| Apr 2022 | $1.4B | $1.4B | $0 | 13 | 0 |
| Mar 2022 | $1.4B | $1.4B | $0 | 13 | 0 |
| Jun 2021 | $1.2B | $1.2B | $0 | 12 | 0 |
| Mar 2021 | $1.2B | $1.2B | $0 | 12 | 0 |
| Sep 2020 | $1B | $1B | $0 | 12 | 0 |
| Jun 2020 | $1B | $1B | $0 | 12 | 0 |
| Mar 2020 | $1B | $1B | $0 | 12 | 0 |
| Apr 2019 | $879.4M | $879.4M | $0 | 12 | 0 |
| Mar 2019 | $879.4M | $879.4M | $0 | 12 | 0 |
| Feb 2019 | $898.2M | $898.2M | $0 | 11 | 453 |
| Mar 2018 | $898.2M | $898.2M | $0 | 11 | 453 |
| Nov 2017 | $871.4M | $871.4M | $0 | 11 | 450 |
| Mar 2017 | $838.9M | $838.9M | $0 | 12 | 400 |
| Mar 2017 | $838.9M | $838.9M | $0 | 12 | 400 |
| Feb 2017 | $816.5M | $816.5M | $0 | 11 | 400 |
| Mar 2016 | $816.5M | $816.5M | $0 | 11 | 400 |
| Mar 2015 | $844.6M | $844.6M | $0 | 11 | 400 |
| Mar 2014 | $791.5M | $791.5M | $0 | 11 | 400 |
| Apr 2013 | $717.6M | $717.6M | $0 | 11 | 400 |
| Mar 2013 | $717.6M | $717.6M | $0 | 11 | 400 |
| Feb 2012 | $648M | $648M | $0 | 6 | 400 |
| Aug 2011 | $636.5M | $636.5M | $0 | 10 | -- |
| Mar 2011 | $636.5M | $636.5M | $0 | 10 | -- |
| Feb 2009 | $483M | $483M | $0 | 10 | -- |
| Feb 2007 | $519M | $519M | $0 | 10 | -- |
| Feb 2006 | $407.2M | $407.2M | $0 | 10 | -- |
| Feb 2005 | $360.5M | $360.5M | $0 | 10 | -- |
| Feb 2005 | $360.5M | $360.5M | $0 | 10 | -- |
| Aug 2004 | $288M | $288M | $0 | 10 | -- |
| May 2004 | $288M | $288M | $0 | 10 | -- |
| Aug 2001 | $145.2M | $145.2M | $0 | 10 | -- |
DateSep 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateApr 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees17
Clients0
DateSep 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateApr 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients0
DateJun 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees12
Clients0
DateSep 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateMar 2020
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees12
Clients0
DateApr 2019
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$879.4M
Discretionary$879.4M
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$898.2M
Discretionary$898.2M
Non-Disc.$0
Employees11
Clients453
DateMar 2018
Total AUM$898.2M
Discretionary$898.2M
Non-Disc.$0
Employees11
Clients453
DateNov 2017
Total AUM$871.4M
Discretionary$871.4M
Non-Disc.$0
Employees11
Clients450
DateMar 2017
Total AUM$838.9M
Discretionary$838.9M
Non-Disc.$0
Employees12
Clients400
DateMar 2017
Total AUM$838.9M
Discretionary$838.9M
Non-Disc.$0
Employees12
Clients400
DateFeb 2017
Total AUM$816.5M
Discretionary$816.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2016
Total AUM$816.5M
Discretionary$816.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2015
Total AUM$844.6M
Discretionary$844.6M
Non-Disc.$0
Employees11
Clients400
DateMar 2014
Total AUM$791.5M
Discretionary$791.5M
Non-Disc.$0
Employees11
Clients400
DateApr 2013
Total AUM$717.6M
Discretionary$717.6M
Non-Disc.$0
Employees11
Clients400
DateMar 2013
Total AUM$717.6M
Discretionary$717.6M
Non-Disc.$0
Employees11
Clients400
DateFeb 2012
Total AUM$648M
Discretionary$648M
Non-Disc.$0
Employees6
Clients400
DateAug 2011
Total AUM$636.5M
Discretionary$636.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$636.5M
Discretionary$636.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$483M
Discretionary$483M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$519M
Discretionary$519M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$407.2M
Discretionary$407.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$360.5M
Discretionary$360.5M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees10
Clients--
DateAug 2001
Total AUM$145.2M
Discretionary$145.2M
Non-Disc.$0
Employees10
Clients--