Thomas Lloyd Bruce
Investment adviser representative at Tanglewood Total Wealth Management, Inc.
14 yearsExperience
1 stateRegistered in
$1.6BFirm assets
35 yearsFirm in business
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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
14 years in the industry.
- Tanglewood Total Wealth Management, Inc.Jun 2024 to now
- Ned Davis ResearchSep 2021 to May 2024
- BenzingaAug 2021 to Sep 2021
- UnemployedNov 2020 to Aug 2021
- Fair Economy, Inc.Jan 2012 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8032217
- Firm CRD
- 107639