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Tina Yang
TANGLEWOOD TOTAL WEALTH MANAGEMENT
HOUSTON, TX 77056
CRD#: 8225042
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Tina YangTANGLEWOOD TOTAL WEALTH MANAGEMENT
Professional summary
Tina Yang is a registered financial advisor currently at TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. located in Houston, Texas.
Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Tina has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Tina Yang's 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®
NoneExperience
Current
February 27, 2026 - Present
TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
Office #1: 1400 Post Oak Blvd Suite 800, Houston, TX 77056RIA
CRD#: 107639
HOUSTON, TX
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".
TT
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(2/27/2026)
Exams
Current Firm
TT
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)Loading...
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
15
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,294 |
| AUM (Assets Under Management) | $ 1,430,951,690 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
