Data sourced from SEC Form ADV filed March 30, 2026
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Tanglewood Total Wealth Management was founded in 1979 by John Merrill, who remains majority owner and chief investment officer. Clients choose between a Wealth Management relationship, which pairs investment management with financial planning, and a lower-cost Investment Management-only relationship. Portfolios are invested primarily in mutual funds and ETFs diversified across asset classes, with individual government bonds used at times. Note that the Wealth Management relationship is billed on a higher fee schedule (0.70% down to 0.20%) and carries a 4,000 minimum annual fee, while the Investment Management-only relationship has no minimum fee.
Fee information for Tanglewood Total Wealth Management, Inc. is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107639), Tanglewood Total Wealth Management, Inc. is subject to fiduciary duty under federal law.
Tanglewood Total Wealth Management, Inc. is headquartered in HOUSTON, TX.
Tanglewood Total Wealth Management, Inc. serves 363 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, Tanglewood Total Wealth Management, Inc. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Tanglewood Total Wealth Management, Inc. manages $1.6 billion in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, Tanglewood Total Wealth Management, Inc. serves high-net-worth individuals and institutional clients. View client details ↓