CRD: 107639
Tanglewood Total Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-25-1991
- Office Locations
- 1
Office Locations
About Tanglewood Total Wealth Management, Inc.
Tanglewood Total Wealth Management is a Houston-based wealth advisory firm serving the quietly wealthy and multi-generational families since 1979. The firm delivers a tailored Total Wealth Management process that integrates planning with ongoing portfolio strategy and a high-touch Signature Service client experience. Recognized by Barron’s and the Financial Times as a top-rated advisory firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN JOSEPH MERRILL
Advisor, TREASURER, VICE PRESIDENT
- CRD
- #5000672
- Ownership
- 25% but less than 50%
JOHN FRANKLIN MERRILL
Owner, President
- CRD
- #805875
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Thomas Lloyd Bruce
Macro Investment Strategist
- CRD
- #8032217
PETER LEWIS FAUST
Wealth Advisor
- CRD
- #5846156
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,590,907,786 | $1,227,552 |
| Non-Discretionary | $0 | -- |
| Total | $1,590,907,786 | $1,227,552 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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