Tanglewood Total Wealth Management
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
1400 Post Oak Blvd Ste 800, Houston, Tex...Phone Number
(713) 840-8880Website
www.tanglewoodwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
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ZI Rank
1
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2
About Tanglewood Total Wealth Management
Tanglewood Total Wealth Management is an award-winning firm that has been serving the quietly wealthy since 1979, specializing in personalized wealth management strategies and multi-generational planning. The company focuses on simplifying the complexities of wealth while delivering peace of mind through tailored services that reflect the unique needs and goals of each client. With a commitment to exceptional client experiences, Tanglewood emphasizes a 'Signature Service' approach, ensuring that clients receive the care and attention akin to that of a dear friend. Their expertise has earned them recognition as a top-rated wealth advisory firm, measured by the confidence their clients place in them.Explore more
Tanglewood Total Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Tanglewood Total Wealth M...
<$5M
11-50
Private
-
1979
KF
Keith FenstadPartner, Chief Compliance Officer, Director of Financial Planning
Company Profile Activity
Activity Insights
Tanglewood Total Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Tanglewood Total Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Tanglewood Total Wealth Management.
Tanglewood Total Wealth Management Tech Stack
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Tanglewood Total Wealth Management News & Media
Tanglewood Total Wealth Management® named one of the top Registered Investment Advisor firms in 2024 by Worth magazine
HOUSTON, June 6, 2024 /PRNewswire/ -- On Thursday, Tanglewood Total Wealth Management®, a comprehensive wealth management firm in Houston, announced that it was named one of the top Registered Investment Advisor firms in 2024 by Worth magazine. Worth's Top RIA Firms 2024. "This is an...Tanglewood Total Wealth Management selected as #58 RIA in the country on the 2023 CNBC FA 100 List
HOUSTON, Sept. 14, 2023 /PRNewswire/ -- On Tuesday, Tanglewood Total Wealth Management®, a comprehensive wealth management firm in Houston, was ranked #58 on the CNBC FA 100 list. "This is an exciting achievement for our firm and none of this would have happened without the talented and...
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Tanglewood Total Wealth Management is an award-winning firm that has been serving the quietly wealthy since 1979, specializing in personalized wealth management strategies and multi-generational planning. The company focuses on simplifying the complexities of wealth while delivering peace of mind through tailored services that reflect the unique ne... Read More
