Tanglewood Wealth Management Inc
Legal Name: TANGLEWOOD WEALTH MANAGEMENT, INC.
1400 POST OAK BLVD, SUITE 550, HOUSTON, TX
Full Contact Details
Tanglewood Wealth Management Inc
1400 POST OAK BLVD, SUITE 550, HOUSTON, TX
713-840-8880
713-622-7307
Other Info
Tanglewood Wealth Management Inc is legally known as TANGLEWOOD WEALTH MANAGEMENT, INC.. It is a TX Corporation. This firm has 12 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 25, 1991.
Direct Owners
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BRIAN JOSEPH MERRILL
VICE PRESIDENT owns more than 10% but less than 25%
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CURTIS JOEL HOLDEN
SR. INVESTMENT OFFICER owns less than 5%
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JOHN FRANKLIN MERRILL
PRESIDENT owns 75% or more
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KEITH ALAN FENSTAD
CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 26, 2019
- VANGUARD INDEX FDS TOTAL STK MKT $101,758k
- ISHARES TR 3 7 YR TREAS BD $72,109k
- VANGUARD INTL EQUITY INDEX F $60,766k
- ISHARES RUS $34,150k
- ISHARES TR MIN VOL EAFE ETF $30,594k
- VANGUARD INDEX FDS REAL ESTATE ETF $26,965k
- VANGUARD STAR FD VG TL INTL STK F $25,497k
- SCHWAB STRATEGIC TR $22,071k
- SPDR INDEX SHS FDS $17,947k
- ISHARES TR $15,740k