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| Keyboard |
| Tanglewood Wealth Management Inc
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|---|---|
| CRD # | 107639 |
| SEC # | 801-38245 |
| CIK # | 0001454308 |
| AUM | 1,590.9 M (2026-03-30) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Phone | 713-840-8880 |
| Address | 1400 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 80.9 | ||
| SPDR Gold Trust | 54.3 | ||
| Alphabet Inc | 0.7 | ||
| Apple Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 34.8 |
| (b) Individuals (high net worth individuals) | 363 | 1,546.7 |
| (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 | 1.7 |
| (h) Charitable organizations | 0 | 2.9 |
| (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 | 4.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,296 | 1,590.9 |
| By Discretionary | ||
| Discretionary | 1,296 | 1,590.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,296 | 1,590.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 36.5 | |
| United States Persons | 1,554.4 | |
| Total | 1,296 | 1,590.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001454308] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
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