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 09/30/16. The fund's latest filing disclosed 278MM in positions, representing 33% of the manager's regulatory AUM.

TANGLEWOOD WEALTH StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TANGLEWOOD WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VEU 20.72% ETF -0.84% -1.18% 0 2%
VTI 11.72% ETF 5.23% 0.06% 0 10%
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FEATURED IN
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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. <...
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TANGLEWOOD WEALTH Portfolio Concentration

TANGLEWOOD WEALTH Location

1400 POST OAK BLVD
SUITE 550
HOUSTON, Texas
UNITED STATES, 77056

TANGLEWOOD WEALTH Contact Information

Phone Number: 713-840-8880
Fax Number: 713-622-7307
Website:

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