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Tanglewood Wealth Management, Inc.

● SEC registered since 1991CRD 107639SEC# 801-38245Houston, TX
Export (members)
Reg. AUM
$1.43B
Employees
17
Accounts
1,294
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 $1.4 billion in regulatory assets under management and employs 17 people.
www.tanglewoodwealth.comView on SEC.gov ↗

Tanglewood Wealth Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian Joseph Merrill ControlVice President10-25%2014
Curtis Joel HoldenSr. Investment OfficerUnder 5%2013
John Franklin Merrill ControlPresidentOver 75%2000
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Frequently asked questions

How much does Tanglewood Wealth Management, Inc. manage?

Tanglewood Wealth Management, Inc. reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Tanglewood Wealth Management, Inc. have?

Tanglewood Wealth Management, Inc. reports 17 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

Address1400 Post Oak Blvd, Suite 800, Houston, TX 77056
Phone713-840-8880
Office hours8:30 To 5:30 (3:30 On Friday)
SEC regionFort Worth Regional Office (FWRO)
CIK1454308
Discloses disciplinary historyNo

Assets under management

Discretionary$1.43B
Non-discretionary$0
Total (RAUM)$1.43B