Tanglewood Total Wealth Management Employee Directory

Financial ServicesUnited 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

Minus sign iconPlus sign icon
  • United States Of America
    27

Asia
1

Minus sign iconPlus sign icon
  • Viet Nam
    1

Europe
1

Minus sign iconPlus sign icon
  • 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
    Phone icon
  • Stylized image of a person
    B. M.
    Corporate Development Officer And Chief Financial Officer
    Phone icon
  • Stylized image of a person
    K. F.
    Partner, Chief Compliance Officer, Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    J. M.
    Company President
    Phone icon
  • Stylized image of a person
    N. G.
    Managing Director
    Phone icon
  • Stylized image of a person
    A. O.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    J. L.
    Office Manager
    Phone icon
  • Stylized image of a person
    D. L.
    Office Manager
    Phone icon

Contact profiles from Tanglewood Total Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. H.
    Senior Investment Officer
    Phone icon
    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    A. G.
    Senior Wealth Advisor
    Phone icon
    United StatesTexas
    May 09, 2025
  • Stylized image of a person
    A. L.
    Associate Wealth Advisor
    Phone icon
    United StatesMississippi
    May 20, 2025
  • Stylized image of a person
    M. P.
    Wealth Advisor
    Phone icon
    United StatesMississippi
    Aug 09, 2025
  • Stylized image of a person
    R. F.
    Trading & Operations Associate
    Phone icon
    United StatesTexas
    Oct 23, 2025
  • Stylized image of a person
    T. Y.
    Marketing And Wealth Planning Analyst
    Phone icon
    United StatesTexas
    Oct 27, 2025
  • Stylized image of a person
    P. G.
    Marketing & Communications Assosciate
    Phone icon
    United StatesTexas
    Oct 18, 2025

Frequently Asked Questions

What is Tanglewood Total Wealth Management known for?

Minus sign iconPlus sign icon
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 Blvd, Suite 800 Houston, Texas 77056, US; 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?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Tanglewood Total Wealth Management has approximately 18 employees as of October 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

Minus sign iconPlus sign icon

As of October 2025, Tanglewood Total Wealth Management's key employees include:

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

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.