TANGLEWOOD WEALTH Overview
Tanglewood Wealth Management Inc. is an investment advisor that manages 844.6 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 563MM in positions, representing 67% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 09/30/21. The fund's latest filing disclosed 563MM in positions, representing 67% of the manager's regulatory AUM.
TANGLEWOOD WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TANGLEWOOD WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTI | 26.03% | ETF | 8.87% | -0.04% | 0 | 11% | ||
| QUAL | 12.49% | ETF | 10.41% | 0.19% | 0 | 4% | ||
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FEATURED IN
TANGLEWOOD WEALTH Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John F. Merrill | President | January-2000 |
| Keith A. Fenstad | Chief Compliance Officer, Secretary Treasurer | January-2003 |
| Brian J. Merrill | Vice President | January-2014 |
| Curtis J. Holden | Sr. Investment Officer | November-2013 |
TANGLEWOOD WEALTH Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
TANGLEWOOD WEALTH Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Tanglewood assists all clients with determining the appropriate Investment Policy based on that individual’s risk tolerance, time horizon, and investment objectives. Each client of the firm has an individually prepared Investment Policy Statement that sets out how conservatively or aggressively how his or her account(s) will be managed. Both the Wealth Management and Tanglewood Portfolios
offerings are based on the same principals of asset allocation and investment strategies as described on the following pages.
Asset Allocation
The primary determinant of both risk and reward is referred to as asset allocation. The underlying principles of asset allocation are:
- Asset Classes- Types of investments with similar characteristics are grouped together as asset classes. As a group, these securities will tend to react in the same way to economic and investment forces. <...
Unlock Full Investment Process Description
Tanglewood assists all clients with determining the appropriate Investment Policy based on that individual’s risk tolerance, time horizon, and investment objectives. Each client of the firm has an individually prepared Investment Policy Statement that sets out how conservatively or aggressively how his or her account(s) will be managed. Both the Wealth Management and Tanglewood Portfolios
offerings are based on the same principals of asset allocation and investment strategies as described on the following pages.
Asset Allocation
The primary determinant of both risk and reward is referred to as asset allocation. The underlying principles of asset allocation are:
- Asset Classes- Types of investments with similar characteristics are grouped together as asset classes. As a group, these securities will tend to react in the same way to economic and investment forces. <...
Unlock Full Investment Process Description
TANGLEWOOD WEALTH Portfolio Concentration
TANGLEWOOD WEALTH Location
1400 POST OAK BLVD
SUITE 550
HOUSTON, Texas
UNITED STATES, 77056
SUITE 550
HOUSTON, Texas
UNITED STATES, 77056
TANGLEWOOD WEALTH Contact Information
Phone Number: 713-840-8880
Fax Number: 713-622-7307
Website: http://www.tanglewoodwealth.com
Fax Number: 713-622-7307
Website: http://www.tanglewoodwealth.com
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