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TANGLEWOOD LEGACY ADVISORS, LLC

HOUSTON, TX · CRD 127289 · IAPD ↗ · family-cfo.com · 713-599-4999

$809.0MRegulatory AUM
4Advisory reps
9Employees
13Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TANGLEWOOD LEGACY ADVISORS, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — TANGLEWOOD LEGACY ADVISORS, LLC reported RAUM up 44% ($562.1M -> $809.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
February 2025 — TANGLEWOOD LEGACY ADVISORS, LLC reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2025 — TANGLEWOOD LEGACY ADVISORS, LLC crossed $500M in regulatory AUM ($464.3M -> $562.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — TANGLEWOOD LEGACY ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.