The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

58. Tanglewood Total Wealth Management

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Tanglewood Total Wealth Management, based in Houston, is ranked No. 58 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.5 billion
Accounts Under Management: 1,287
Years in Business: 46

  • Accepts clients in all 50 states
  • Physical offices in Texas
  • No minimum asset threshold

Leadership and Contact Information:
John Merrill, president
Brian Merrill, corporate development officer
Keith Fenstad, director or wealth planning

tanglewoodwealth.com
1400 Post Oak Blvd., Suite 800, Houston, TX 77056
(713) 840-8880

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