CRD: 107639
Tanglewood Total Wealth Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 24, 2025 and March 30, 2026, reported AUM increased 11.2%, from $1.4B to $1.6B.
Across 5 reported observations, AUM increased 13.1% between April 1, 2022 and March 30, 2026, from $1.4B to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 10 advisory representatives and 417 clients, or 41.7 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
Unlock allContacts
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
SMA allocation detail is available
Tanglewood Total Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tanglewood Total Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.