LeadIQ logo
Learn more at LeadIQ.com

Tanglewood Legacy Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 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

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Tanglewood Legacy Advisors, LLC's Leadership

  • Stylized image of a person
    S. P.
    Chief Compliance Officer, Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. S.
    Avp
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. P.
    Vice President, Director Of Financial Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T.
    Operations Manager
    Phone icon
    Mobile Phone

Tanglewood Legacy Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Tanglewood Legacy Advisors, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. P.
    Chief Compliance Officer, Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. S.
    Avp
    Phone icon
    Mobile Phone
    United StatesMississippi
    Jun 25, 2026
  • Stylized image of a person
    S. P.
    Vice President, Director Of Financial Planning
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    A. T.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesMississippi
    Apr 13, 2026

Frequently Asked Questions

What is Tanglewood Legacy Advisors, LLC known for?

Minus sign iconPlus sign iconTanglewood Legacy Advisors, LLC was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 1550 One Riverway Houston, Texas 77056 United States; 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?

Minus sign iconPlus sign iconTanglewood 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?

Minus sign iconPlus sign iconTanglewood Legacy Advisors, LLC has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 2026, Tanglewood Legacy Advisors, LLC's key employees include:

  • Chief Compliance Officer, Vice President: S. P.
  • Avp: M. S.
  • Vice President, Director Of Financial Planning: S. P.
  • Operations Manager: A. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.