Adam Philip Lawrence
Investment adviser representative at Tanglewood Total Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Tanglewood Total Wealth Management, Inc.Jul 2024 to now
- Financial Synergies Wealth Advisors, Inc.Feb 2022 to May 2024
- KpmgJan 2021 to Jan 2022
- UnemployedJun 2020 to Dec 2020
- Texas A&m University - College StationJul 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tanglewood Total Wealth Management, Inc.
Legal name: Tanglewood Wealth Management, Inc.
$1.6BAssets managed
417Clients
9Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6894235
- Firm CRD
- 107639