# TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.

TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 107639
- Type: SEC-registered investment adviser
- SEC file number: 801-38245
- Location: 1400 POST OAK BLVD, HOUSTON, TX, 77056
- Phone: 713-840-8880
- Latest filing: 2026-03-30
- Regulatory AUM: $1.6B
- Discretionary AUM: $1.6B
- Clients: 14
- Accounts: 1,296

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| John Franklin Merrill | PRESIDENT | — |
| Keith Alan Fenstad | CHIEF COMPLIANCE OFFICER AND SECRETARY; CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | — |
| Brian Joseph Merrill | VICE PRESIDENT; VICE PRESIDENT AND TREASURER | — |
| Curtis Joel Holden | SR. INVESTMENT OFFICER | — |
| MERRILL JOHN FRANKLIN | PRESIDENT | — |
| GARDNER NANCY FAITH | VICE PRESIDENT; VICE PRESIDNET | — |
| FENSTAD KEITH ALAN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER; SECRETARY/TREASURER | — |
| KOSTELECKY DEBRA ELLEN | SECRETARY, TREASURER | — |
| COSTANZO CHRISTIAN ARNOLD | SR.  INVESTMENT OFFICER | — |
| MERRILL BRIAN JOSEPH | VICE PRESIDENT | — |
| HOLDEN CURTIS JOEL | SR. INVESTMENT OFFICER | — |
| BUONGIORNO PAUL STEPHEN | CHIEF INVESTMENT OFFICER; CO-CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107639/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107639/similar
- Related entities: https://search.stillhousedata.com/firm/107639/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107639

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.