Tanglewood Wealth Managment, Inc. (Houston)

Name: Tanglewood Wealth Managment, Inc.
Address: 1400 Post Oak Blvd, Houston, TX, 77056
Telephone: 713-840-8880

Tanglewood Wealth Managment, Inc. is a large advisory firm based in Houston. It manages $483.01 million of regulatory assets for 759 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Florida, Louisiana, and Texas.

Tanglewood Wealth Managment provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tanglewood Wealth Managment: assets under management

The assets under management (AUM) of Tanglewood Wealth Managment, Inc. is $483.01 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $483.01 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $636.38 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tanglewood Wealth Managment, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tanglewood Wealth Managment, Inc.

John Franklin Merrill has been acting as President since 1 Jan 2000. Christian Arnold Costanzo joined the executive team most recently as the Sr. Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Franklin Merrill	President	1 Jan 2000	75% - 100%	805875
Nancy Faith Gardner	Vice president	1 Jan 2001	Other	2634409
Keith Alan Fenstad	Chief compliance officer	1 Jan 2003	Other	2380515
Christian Arnold Costanzo	Sr. investment officer	1 Aug 2007	Other	1633558

Based in Houston

The principal office where Tanglewood Wealth Managment, Inc. performs its advisory services is located at 1400 Post Oak Blvd, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-840-8880 or by fax 713-622-7307. The normal business hours are 8:30 to 5:30 (3:30 on friday) on Monday - Friday. You can find more information about the New York firm at www.tanglewoodwealth.com.