Michael Shane Pumphrey

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

• 06/2022 → Present
  Tanglewood Total Wealth Management, Inc.
  Houston, TX
• 07/2015 → 05/2022
  Cypress Fairbanks Isd
  Cypress, TX

Other Businesses

1) Kansas State University - Powercat Financial; not investment-related; 918 N. Martin Luther King Jr Dr, 302 K-State Student Union, Manhattan, KS 66506; Educational Institution; Peer Financial Counselor II; started 01/2023; approximately 16 hours per month, none during securities trading hours; financial counseling. 2) Financial Planning Association of Houston; investment-related; 1321 Antoine Dr, Houston, TX 77055; Professional Organization; NexGen Director; started 11/2023; approximately 8 hours per month, 2 hours during securities trading hours; Volunteer Non-Profit Board Member.

Designations

• Certified Financial Planner