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Kayla Alexandra Tolunay

Tanglewood Total Wealth Management, Inc.

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About Kayla Alexandra Tolunay

Kayla Alexandra Tolunay is a financial advisor in Houston, TX. Kayla has been in the financial industry for over 15 years. Kayla is currently registered with Tanglewood Total Wealth Management, Inc. and Stavis Wealth Transfer Solutions. Kayla has a Series 7, Series 63 and SIE license. Kayla specializes in providing financial planning, portfolio management for individuals and businesses. Kayla also offers services to charitable organizations, pension and profit sharing plans, corporations or other businesses and high net worth individuals. Kayla has a strong track record of success and is committed to providing her clients with personalized financial advice.

Firm Information

Kayla Tolunay 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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Kayla Tolunay’s Registration & Firm History

TX

10/03/2024 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

TX

09/08/2023 - 08/22/2024

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

07/07/2022 - 01/03/2023

PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)

TX

03/30/2015 - 07/08/2022

FSC SECURITIES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 11/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kayla Alexandra Tolunay.
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