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Vice President and Treasurer · Tanglewood Total Wealth Management, Inc.

Brian J. Merrill

CRD 5000672 · Named on Form ADV at one SEC-registered adviser

At a glance

Tanglewood Total Wealth Management, Inc., an SEC-registered wealth manager based in Houston, TX with $1.6 billion in regulatory assets, lists Brian J. Merrill on its Form ADV as Vice President and Treasurer, a control person.

Firms and roles

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John F. MerrillPresident, Tanglewood Total Wealth Management, Inc.
  • Keith A. FenstadChief Compliance Officer and Secretary, Tanglewood Total Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.