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Adam Philip Lawrence

Tanglewood Total Wealth Management, Inc.

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About Adam Philip Lawrence

Adam Lawrence is an Investment Advisor Representative at Tanglewood Total Wealth Management, Inc. Adam has a Series 65 license and is registered with the state of Texas. Adam has over 2 years of experience in the financial industry, with previous experience at Financial Synergies Wealth Advisors, Inc. and KPMG. Adam is a graduate of Texas A&M University - College Station. Adam specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Adam Lawrence is currently registered with Tanglewood Total Wealth Management, Inc.. Tanglewood Total Wealth Management, Inc. is a Houston, TX-based registered investment advisor with $1,305,375,189 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Tanglewood Total Wealth Management, Inc.

1400 POST OAK BLVD

HOUSTON, TX 77056

$1.31B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Lawrence’s Registration & Firm History

TX

07/29/2024 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

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Licenses & Designations

IA

Issued 07/25/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Philip Lawrence.
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