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⚲
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| Tanglewood Wealth Management Inc
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|
|
|---|---|
| CRD # | 107639 |
| SEC # | 801-38245 |
| CIK # | 0001454308 |
| AUM | $1.3 BB (2024-03-29) |
| Employees | 13 (31% Investors, 0% Brokers) |
| Phone | 713-840-8880 |
| Address | 1400 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| IAU | 53.1 | ||
| GLD | 40.5 | ||
| AAPL | 2,382,844.0 | 1.0 | |
| MSFT | 1,918,222.4 | 0.5 | |
| GOOGL | 1,475,138.5 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 46.9 |
| (b) Individuals (high net worth individuals) | 353 | 1,249.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.4 |
| (h) Charitable organizations | 0 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 1,305.4 |
| By Discretionary | ||
| Discretionary | 1,286 | 1,305.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,286 | 1,305.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,305.4 | |
| Total | 1,286 | 1,305.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001454308] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
World Investments Inc
✚
|
NJ | 1.3 |
|
Financial Security Advisory Inc
✚
|
VA | 1.3 |
|
Rebalance LLC
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|
CA | 1.3 |
|
Quattro Financial Advisors LLC
✚
|
TX | 1.3 |
|
MT Asset Management LLC
✚
|
NJ | 1.3 |
|
Waterloo Capital LP
✚
|
TX | 1.3 |
|
Valley National Advisers Inc
✚
|
PA | 1.3 |
|
WBH Advisory Inc
✚
|
MD | 1.3 |
|
Guidestone Advisors LLC
✚
|
TX | 1.3 |
|
CornerStone Wealth Group LLC
✚
|
NC | 1.3 |