TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
SEC RegisteredYour Total Wealth Management® Solution
About the firm
Tanglewood Total Wealth Management is an award-winning wealth advisory firm that has been working with the quietly wealthy for more than 45 years. The firm offers a customized Total Wealth Management® process tailored to each client, drawing on decades of experience working with multi-generational families to simplify complexity and deliver peace of mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Total Wealth Management, including smart, creative, and expertly crafted strategies designed to put clients' wealth to work for them, their families, and future generations, delivered through a personalized process called Signature Service
Who they serve
The quietly wealthy, including multi-generational families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 54 | $35M |
| High Net Worth Individuals | 363 | $1.5B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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