Tanglewood Total Wealth Management, Inc.

Tanglewood Total Wealth Management, Inc. (CRD# 107639) is a financial advisory firm headquartered in Houston, TX. They manage $1,206,767,599 in 1,263 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,207
    MILLION
  • Total Number of Accounts
    1,263
    ACCOUNTS
  • Average Account Value
    $955,477
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, LA, NJ, OK, TX, VA

Financial Advisors at Tanglewood Total Wealth Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Peter L. Faust
CRD#: 5846156
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Peter Faust (CRD# 5846156) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

2
Keith A. Fenstad
CRD#: 2380515
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Keith Fenstad (CRD# 2380515) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 30 years of experience in the finance industry.

3
Abigail C. Gunderson
CRD#: 3089575
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Abigail Gunderson (CRD# 3089575) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.

4
Curtis J. Holden
CRD#: 5051609
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Curtis Holden (CRD# 5051609) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has 1 year of experience in the finance industry.

5
Brian J. Merrill
CRD#: 5000672
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Brian Merrill (CRD# 5000672) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 18 years of experience in the finance industry.

6
John F. Merrill
CRD#: 805875
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

John Merrill (CRD# 805875) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 40 years of experience in the finance industry.

7
Jeffrey A. Speight
CRD#: 1926817
1400 Post Oak Blvd, Suite 800, Houston, TX 77056

Jeffrey Speight (CRD# 1926817) is an Investment Advisor Representative working at Tanglewood Total Wealth Management, Inc. in Houston, TX and has over 35 years of experience in the finance industry.

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