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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tanglewood Wealth Management Inc
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|---|---|
| CRD # | 107639 |
| SEC # | 801-38245 |
| CIK # | 0001454308 |
| AUM | $1.4 B (2025-04-02) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 713-840-8880 |
| Address | 1400 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 72.1 | ||
| SPDR Gold Trust | 50.8 | ||
| Microsoft Corp | 0.7 | ||
| Alphabet Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 67.9 |
| (b) Individuals (high net worth individuals) | 334 | 1,354.9 |
| (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 | 1.5 |
| (h) Charitable organizations | 0 | 3.0 |
| (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 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,294 | 1,431.0 |
| By Discretionary | ||
| Discretionary | 1,294 | 1,431.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,294 | 1,431.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,431.0 | |
| Total | 1,294 | 1,431.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001454308] |
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|---|---|---|
|
Virtus Fund Advisers LLC
✚
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CT | 1.4 |
|
Quattro Financial Advisors LLC
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TX | 1.4 |
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Cannon Financial Strategists Inc
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GA | 1.4 |
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JM Forbes & Co LLP
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MA | 1.4 |
|
Summit Financial Wealth Advisors LLC
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LA | 1.4 |
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First Trust Direct Indexing LP
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Continuum Advisory LLC
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ID | 1.4 |
|
Trinitypoint Wealth LLC
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CT | 1.4 |
|
Gamma Investing LLC
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|
1.4 | |
|
GPS Wealth Strategies Group LLC
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|
CO | 1.4 |