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Michael Shane Pumphrey

Tanglewood Total Wealth Management, Inc.

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About Michael Shane Pumphrey

Michael Shane Pumphrey is a financial advisor at Tanglewood Total Wealth Management, Inc. in Houston, TX. Michael has been in the industry since June 2022 and is registered as an Investment Advisor Representative (IAR) in Texas. Michael holds the Certified Financial Planner designation. Michael has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Michael's primary focus is on financial planning and portfolio management for both individuals and businesses.

Firm Information

Michael Pumphrey 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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Michael Pumphrey’s Registration & Firm History

TX

05/08/2024 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Shane Pumphrey.
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