Tanglewood Legacy Advisors, LLC Employee Directory

Q: What is Tanglewood Legacy Advisors, LLC known for?

Tanglewood Legacy Advisors, LLC was founded in 2003. Tanglewood Legacy Advisors, LLC operates in the Financial Services industry.

Financial ServicesTexas, United States2-10 Employees

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003 and utilizing more than 120 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families and is dedicated to building relationships that will extend to future generations.

The firm's focus is to understand and serve the needs, aspirations, and dreams of its clients.

Tanglewood Legacy Advisors, LLC a Registered Investment Advisor.

Find Tanglewood Legacy Advisors, LLC employees' phone numbers or email addresses

Tanglewood Legacy Advisors, LLC Global Highlights

North America
12

United States Of America
12

Tanglewood Legacy Advisors, LLC's Leadership

K. B. R.
Ceo
Mobile Phone
Email
M. S.
Avp
Mobile Phone
Email
D. S.
Vice President
Mobile Phone
Email
S. P.
Vice President, Director Of Financial Planning
Mobile Phone
Email
T. M.
Senior Associate
Mobile Phone
Email
E. G.
Client Engagement Coordinator
Mobile Phone
Email
D. T.
Executive Assistant
Mobile Phone
Email
J. B.
Client Service Associate
Mobile Phone
Email

Contact profiles from Tanglewood Legacy Advisors, LLC

Name

Title

Contact Info

Location

Last Update

K. B. R.
Ceo
Mobile Phone
Email
United StatesTexas
Dec 01, 2025
M. S.
Avp
Mobile Phone
Email
Oct 24, 2025
D. S.
Vice President
Mobile Phone
Email
United StatesTexas
Oct 09, 2024
S. P.
Vice President, Director Of Financial Planning
Mobile Phone
Email
Oct 23, 2024
T. M.
Senior Associate
Mobile Phone
Email
United StatesTexas
Aug 10, 2025
E. G.
Client Engagement Coordinator
Mobile Phone
Email
United StatesTexas
Oct 18, 2025
D. T.
Executive Assistant
Mobile Phone
Email
United StatesTexas
Sep 09, 2025
J. B.
Client Service Associate
Mobile Phone
Email
United StatesTexas
Jul 31, 2025
M. B.
Wealth Planner
Mobile Phone
Email
United StatesTexas
Aug 01, 2025

Frequently Asked Questions

What is Tanglewood Legacy Advisors, LLC known for?

Tanglewood Legacy Advisors, LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-713-599-****

. Explore Tanglewood Legacy Advisors, LLC's company overview page for more information.

What is Tanglewood Legacy Advisors, LLC's most common email format?

Tanglewood Legacy Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Tanglewood Legacy Advisors, LLC email formats with LeadIQ.

How many employees does Tanglewood Legacy Advisors, LLC have currently?

Tanglewood Legacy Advisors, LLC has approximately 10 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Tanglewood Legacy Advisors, LLC's key employees and leadership?

As of December 2025, Tanglewood Legacy Advisors, LLC's key employees include:

Ceo: K. B. R.
Avp: M. S.
Vice President: D. S.
Vice President, Director Of Financial Planning: S. P.
Senior Associate: T. M.

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