Chief Compliance Officer and Secretary · Tanglewood Total Wealth Management, Inc.
Keith A. Fenstad
CRD 2380515 · 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 Keith A. Fenstad on its Form ADV as Chief Compliance Officer and Secretary, a control person.
Firms and roles
- Tanglewood Total Wealth Management, Inc.Chief Compliance Officer and SecretaryWealth manager · Houston, TX · $1.6B in regulatory assets
AtlasMembers
Keith’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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Colleagues named on the same filings
- John F. MerrillPresident, Tanglewood Total Wealth Management, Inc.
- Brian J. MerrillVice President and Treasurer, 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 Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.