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Building 2TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Map pinHOUSTON, TX
Phone713-840-8880
NotebookSEC #801-38245
Total AUM
$1.6B
Employees
14
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 POST OAK BLVD
SUITE 800
HOUSTON
TX 77056
United States
Operating Hours
8:30 TO 5:30 (3:30 ON FRIDAY)
Monday - Friday
Phone
713-840-8880

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,296
Discretionary
$1.6B
Accounts
1,296
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$34.8M
HNW Individual Clients
363
AUM
$1.5B
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$4.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOFLLANJOKTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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