Tanglewood Total Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

Tanglewood Total Wealth Management is an award-winning wealth management firm that has been serving the quietly wealthy since 1979.

Find Tanglewood Total Wealth Management employees' phone numbers or email addresses

Tanglewood Total Wealth Management Global Highlights

Location
Employees

North America
27

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  • United States Of America
    27

Asia
1

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  • Viet Nam
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Tanglewood Total Wealth Management's Leadership

  • Stylized image of a person
    P. B.
    Chief Investment Officer
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  • Stylized image of a person
    K. F.
    Partner, Chief Compliance Officer, Director Of Financial Planning
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  • Stylized image of a person
    J. M.
    Company President
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  • Stylized image of a person
    N. G.
    Managing Director
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  • Stylized image of a person
    A. O.
    Director Of Operations
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  • Stylized image of a person
    J. L.
    Office Manager
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  • Stylized image of a person
    D. L.
    Office Manager
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  • Stylized image of a person
    S. D.
    Office Manager
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Tanglewood Total Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Tanglewood Total Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. F.
    Partner, Chief Compliance Officer, Director Of Financial Planning
    Phone icon
    United StatesTexas
    Mar 24, 2026
  • Stylized image of a person
    J. M.
    Company President
    Phone icon
    United StatesTexas
    Mar 23, 2026
  • Stylized image of a person
    P. B.
    Chief Investment Officer
    Phone icon
    United StatesNew York
    Jul 28, 2024
  • Stylized image of a person
    N. G.
    Managing Director
    Phone icon
    United StatesTexas
    Mar 24, 2026
  • Stylized image of a person
    A. O.
    Director Of Operations
    Phone icon
    United StatesTexas
    Mar 24, 2026
  • Stylized image of a person
    J. L.
    Office Manager
    Phone icon
    United StatesTexas
    Feb 24, 2026
  • Stylized image of a person
    D. L.
    Office Manager
    Phone icon
    United States
    Mar 16, 2026
  • Stylized image of a person
    S. D.
    Office Manager
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    A. L.
    Senior Associate Wealth Advisor
    Phone icon
    United StatesMississippi
    Mar 26, 2026
  • Stylized image of a person
    P. F.
    Senior Wealth Advisor
    Phone icon
    United StatesTexas
    Aug 18, 2025

Frequently Asked Questions

What is Tanglewood Total Wealth Management known for?

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Tanglewood Total Wealth Management was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 1400 Post Oak Boulevard Suite 800 Houston, Texas 77056 United States; you can contact the main corporate office by phone at . Explore Tanglewood Total Wealth Management's company overview page for more information.

What is Tanglewood Total Wealth Management's most common email format?

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Tanglewood Total Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tanglewood Total Wealth Management email formats with LeadIQ.

How many employees does Tanglewood Total Wealth Management have currently?

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Tanglewood Total Wealth Management has approximately 18 employees as of March 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Tanglewood Total Wealth Management's key employees and leadership?

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As of March 2026, Tanglewood Total Wealth Management's key employees include:

  • Chief Investment Officer: P. B.
  • Partner, Chief Compliance Officer, Director Of Financial Planning: K. F.
  • Company President: J. M.
  • Managing Director: N. G.
  • Director Of Operations: A. O.

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