Tanglewood Wealth Management is an investment advisor in Houston with $1.41 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
760627440
SEC advisor number
801-38245
FINRA CRD number
107639
AUM ?
$1.41 bn
(as of 1 Apr 22)
Accounts
1,246
(as of 1 Apr 22)
Employees
13
(8 investment advisory or research)
Address
Tanglewood Wealth Management
1400 POST OAK BLVD
SUITE 550
HOUSTON
TX 77056
1400 POST OAK BLVD
SUITE 550
HOUSTON
TX 77056
Office hours
Monday - Friday, 8:30 TO 5:30 (3:30 ON FRIDAY)
Phone
713-840-8880
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fenstad, Keith, Alan | Chief Compliance Officer, Secretary Treasurer | 01/2003 | 10-25% |
Merrill, John, Franklin | President | 01/2000 | > 75% |
Merrill, Brian, Joseph | Vice President | 01/2014 | 10-25% |
Holden, Curtis, Joel | SR. Investment Officer | 11/2013 | < 5% |
Buongiorno, Paul, Stephen | Co-chief Investment Officer | 09/2021 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
1 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22