TANGLEWOOD WEALTH MANAGEMENT, INC.
Legal name: TANGLEWOOD TOTAL WEALTH MANAGEMENT, INC.
CRD #107639 SEC #801-38245 HOUSTON, TX 713-840-8880
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
15
Clients
101
Accounts
1,294
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUONGIORNO, PAUL, STEPHEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BUONGIORNO, PAUL, STEPHEN | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| BUONGIORNO, PAUL, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUONGIORNO, PAUL, STEPHEN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| COSTANZO, CHRISTIAN, ARNOLD | I | SR. INVESTMENT OFFICER | NA | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDNET | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| GARDNER, NANCY, FAITH | I | VICE PRESIDENT | NA | Control |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| HOLDEN, CURTIS, JOEL | I | SR. INVESTMENT OFFICER | NA | |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| MERRILL, JOHN, FRANKLIN | I | PRESIDENT | E | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| FENSTAD, KEITH, ALAN | I | CHIEF COMPLIANCE OFFICER, SECRETARY TREASURER | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
| MERRILL, BRIAN, JOSEPH | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Sep 24, 2025 REGISTERED
Notice Filings (10)
AR CA CO FL LA NE NJ OK TX VA
Address
1400 POST OAK BLVDSUITE 800
HOUSTON, TX 77056
United States
Phone: 713-840-8880