TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC. of HOUSTON, TX is an SEC-registered investment adviser (CRD 107639). Regulatory assets under management: $1.6B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles.
| 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 | — |