TANGLEWOOD LEGACY ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$808,974,525
Discretionary
$779,522,702
Non-discretionary
$29,451,823
Firm details
- CRD number
- 127289
- SEC file number
- 801-107793
- Main office
- HOUSTON, TX, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTPS://WWW.FAMILY-CFO.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.