Tanglewood Total Wealth Management

EST. AUM
$1,590,907,786

CONTACTS
4

CLIENT ACCOUNTS
1,296

Firm Details

Metro area Houston
CRD Number 107639
Website tanglewoodwealth.com
Client types

Overview

Tanglewood Wealth Management is a $1.3 billion RIA. They use mutual funds for clients and then will use sector focused ETFs to add exposure. Tanglewood allocates to active managers across equities, fixed income, and alternatives. Their liquid alternatives exposure is quite small.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tanglewood Total Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company