Peter L. Faust

TANGLEWOOD TOTAL WEALTH MANAGEMENT

Houston, TX 77056

Some features on this profile are disabled

CRD#: 5846156

Professional summary

Peter Lewis Faust, CFP® is a registered financial advisor currently at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. located in Houston, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Peter has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Lewis Faust's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 16, 2016 - Present

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Office #1: 1400 Post Oak Blvd Suite 800, Houston, TX 77056

RIA

CRD#: 107639

Houston, TX

Past

May 12, 2014 - May 9, 2016

LINSCOMB WEALTH, INC.

RIA

CRD#: 106779

HOUSTON, TX

Past

December 13, 2010 - February 26, 2013

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

TANGLEWOOD CAPITAL MANAGEMENT INC | TANGLEWOOD WEALTH MANAGMENT, INC. | TANGLEWOOD WEALTH MANAGEMENT, INC. | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

CRD#: 107639 / SEC#: 801-38245

RIA

Registered Investment Advisory firm - (1/25/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/16/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

TANGLEWOOD CAPITAL MANAGEMENT INC | TANGLEWOOD WEALTH MANAGMENT, INC. | TANGLEWOOD WEALTH MANAGEMENT, INC. | TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

CRD#: 107639 / SEC#: 801-38245

RIA

Registered Investment Advisory firm - (1/25/1991 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1400 Post Oak Blvd Suite 800, Houston, TX 77056

Mailing Address

Phone number

(713) 840-8880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TANGLEWOOD TOTAL WEALTH MANAGEMENT ADV PART 2 A (4/2/2025)

Regulatory assets under management

Total Number of Accounts	1,294
AUM (Assets Under Management)	$ 1,430,951,690

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peter L. Faust

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Lewis Faust's CRS (Customer Relationship Summary).

Certified licenses

Experience

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

LINSCOMB WEALTH, INC.

GFO ADVISORY SERVICES, LLC

Primary Firm SEC Registration

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors