Tanglewood Wealth Management, Inc.
● SEC registered since 1991CRD 107639SEC# 801-38245Houston, TX
Reg. AUM
$1.59B
Employees
14
Accounts
1,296
Location
Houston, TX
Tanglewood Wealth Management, Inc. assets under management
Tanglewood Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Houston, TX. The firm has been registered since 1991. It reports $1.6 billion in regulatory assets under management and employs 14 people.
Tanglewood Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Merrill Control | Vice President And Treasurer | 25-50% | 2014 |
| John Franklin Merrill Control | President | 25-50% | 2000 |
| Keith Alan Fenstad Control | Chief Compliance Officer And Secretary | 10-25% | 2003 |
Frequently asked questions
How much does Tanglewood Wealth Management, Inc. manage?
Tanglewood Wealth Management, Inc. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Tanglewood Wealth Management, Inc. have?
Tanglewood Wealth Management, Inc. reports 14 employees.
Where is Tanglewood Wealth Management, Inc. located?
Tanglewood Wealth Management, Inc. is based in Houston, TX and has been SEC-registered since 1991.
Does Tanglewood Wealth Management, Inc. disclose fund performance?
Tanglewood Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Post Oak Blvd, Suite 800, Houston, TX 77056 |
| Phone | 713-840-8880 |
| Office hours | 8:30 To 5:30 (3:30 On Friday) |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1454308 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.59B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.59Bregulatory AUM
Discretionary $1.59B