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TANGLEWOOD LEGACY ADVISORS, LLC
CRD 127289 · SEC 801-107793
ONE RIVERWAY, SUITE 1550, HOUSTON, TX, 77056, United States
Phone
713-599-4999
Fax
713-599-4989
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$809.0M
Discretionary AUM
$779.5M
Team
9 total employees; 4 advisory reps; 13 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING ON HOURLY OR PROJECT BASIS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $10.1M |
| High net worth individuals | 121 | $730.2M |
| Corporations/business entities | 10 | $28.1M |
States served
LA, OH, TX
All web addresses on file
Official SEC filing: View on IAPD