Adam Philip Lawrence

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

• 02/2022 → 05/2024
  Financial Synergies Wealth Advisors, Inc.
  Houston, TX
• 01/2021 → 01/2022
  Kpmg
  Houston, TX
• 06/2020 → 12/2020
  Unemployed
  Houston, TX
• 07/2014 → 05/2020
  Texas A&M University - College Station
  College Station, TX
• 07/2024 → Present
  Tanglewood Total Wealth Management, Inc.
  Houston, TX

Previous Registrations

• 2022-08-11 → 2024-05-09
  Financial Synergies
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-25

Designations

• Certified Financial Planner

Other Names

• Adam Lawrence