Thomas Lloyd Bruce

Employer firm

Tanglewood Total Wealth Management, Inc. CRD 107639

$1.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2024 → Present
  Tanglewood Total Wealth Management, Inc.
  Houston, TX
• 09/2021 → 05/2024
  Ned Davis Research
  Sarasota, FL
• 08/2021 → 09/2021
  Benzinga
  Detroit, MI
• 11/2020 → 08/2021
  Unemployed
  Tampa, FL
• 01/2012 → 10/2020
  Fair Economy, Inc.
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-31