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Tanglewood Legacy Advisors, LLC Employee Directory

Financial ServicesTexas, United States11-50 Employees

Tanglewood Legacy Advisors, LLC is a private wealth advisory firm in the financial services sector that develops wealth planning and investment management strategies for entrepreneurs, corporate executives, and family stewards. Based in Houston, Texas, the firm draws on over a century of combined wealth planning experience within a team that maintains intimate relationships with a limited number of families and emphasizes long-term stewardship across generations. It operates as a Registered Investment Advisor, focusing on understanding clients’ needs, aspirations, and dreams to guide planning and investment decisions.

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

Tanglewood Legacy Advisors, LLC Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Tanglewood Legacy Advisors, LLC's Leadership

  • Stylized image of a person
    S. P.
    Chief Compliance Officer, Vice President
    Mobile Phone
  • Stylized image of a person
    S. P.
    Vice President, Director Of Financial Planning
    Mobile Phone

Tanglewood Legacy Advisors, LLC Employee Metrics

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

Contact profiles from Tanglewood Legacy Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. P.
    Chief Compliance Officer, Vice President
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. P.
    Vice President, Director Of Financial Planning
    Mobile Phone
    Oct 23, 2024

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; 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 12 employees as of August 2026. These team members are located across 1 continents, including North America.

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

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

  • Chief Compliance Officer, Vice President: S. P.
  • Vice President, Director Of Financial Planning: S. P.

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