Insights

Awarded RIAs Demand for trusted, award-winning wealth management partners is high among mid-market clients; position as a recommended outsource for growth, client onboarding efficiency, and succession planning.

Growth-ready Revenue range and firm size indicate scalability opportunities for higher-touch advisory services, platform modernization, and technology integrations to support increased AUM and staff.

Strategic Partnerships Recent recognitions by Forbes CNBC and Worth signal strong reputation; potential to unlock referral programs, co-branded marketing, and white-label or collaborative service offerings.

Tech Modernization Current tech stack suggests room to offer modernization services, cybersecurity assessments, data analytics, CRM/ portfolio platforms, and migration support to improve efficiency and client experience.

Market Positioning Quietly wealthy segment targets high-opportunity clients; propose targeted marketing, onboarding enhancements, and personalized planning capabilities to differentiate from larger incumbents.

Tanglewood Total Wealth Management Tech Stack

Tanglewood Total Wealth Management uses 8 technology products and services including C3.js, Microsoft Excel, Microsoft 365, and more. Explore Tanglewood Total Wealth Management's tech stack below.

C3.js

Charting

Microsoft Excel

Editors

Microsoft 365

spin.js

Javascript Frameworks

Choices

Javascript Libraries

Microsoft Office

Office Suites

PHP

Programming Languages

Google Search Console

Web Analytics

Tanglewood Total Wealth Management Email Formats	Example	Percentage
FLast@tanglewoodwealth.com	JDoe@tanglewoodwealth.com	76%
Last@tanglewoodwealth.com	Doe@tanglewoodwealth.com	24%

Tanglewood Total Wealth Management Email Formats

Example

Percentage

FLast@tanglewoodwealth.com

JDoe@tanglewoodwealth.com

76%

Last@tanglewoodwealth.com

Doe@tanglewoodwealth.com

24%

Frequently Asked Questions

What is Tanglewood Total Wealth Management's phone number?

You can contact Tanglewood Total Wealth Management's main corporate office by phone at

+1-713-840-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Tanglewood Total Wealth Management's official website and social media links?

Tanglewood Total Wealth Management's official website is tanglewoodwealth.com and has social profiles on LinkedIn.

How much revenue does Tanglewood Total Wealth Management generate?

As of July 2026, Tanglewood Total Wealth Management's annual revenue is estimated to be $10M - $25M.

What is Tanglewood Total Wealth Management's NAICS code?

Tanglewood Total Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Tanglewood Total Wealth Management have currently?

As of July 2026, Tanglewood Total Wealth Management has approximately 17 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Office Manager: S. D.. Explore Tanglewood Total Wealth Management's employee directory with LeadIQ.

What industry does Tanglewood Total Wealth Management belong to?

Tanglewood Total Wealth Management operates in the Financial Services industry.

What technology does Tanglewood Total Wealth Management use?

Tanglewood Total Wealth Management's tech stack includes C3.jsMicrosoft ExcelMicrosoft 365spin.jsChoicesMicrosoft OfficePHPGoogle Search Console.

What is Tanglewood Total Wealth Management's email format?

Tanglewood Total Wealth Management's email format typically follows the pattern of FLast@tanglewoodwealth.com. Find more Tanglewood Total Wealth Management email formats with LeadIQ.

When was Tanglewood Total Wealth Management founded?

Tanglewood Total Wealth Management was founded in 1979.

Tanglewood Total Wealth Management

Q: What technology does Tanglewood Total Wealth Management use?

Tanglewood Total Wealth Management's tech stack includes Salesforce, Holistiplan, Open Graph, Microsoft, parallax.js.

Q: What is Tanglewood Total Wealth Management's NAICS code?

Tanglewood Total Wealth Management's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

Tanglewood Total Wealth Management is a Houston-based financial services firm that provides comprehensive wealth management. Founded in 1979, it serves a clientele described as discreetly wealthy, offering guidance on managing and preserving wealth. The practice operates as a relatively small to mid-sized team, focusing on a specific client segment.

In the wider industry, the firm has earned recognition as a top RIA and adviser organization. Recent notices include inclusion on CNBC's Financial Advisor 100 list in 2025 and a Worth magazine designation as a top RIA in 2024.

Insights

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