TANGLEWOOD LEGACY ADVISORS, LLC
CRD #127289 SEC #801-107793 HOUSTON, TX 713-599-4999
SEC Registered
Total AUM
$562.1M
Discretionary
$531.2M
Employees
8
Clients
101
Accounts
522
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $562.1M | $531.2M | $30.8M | 8 | 3 |
| Feb 2025 | $562.1M | $531.2M | $30.8M | 8 | 3 |
| Dec 2024 | $464.3M | $433.8M | $30.4M | 8 | 3 |
| Oct 2024 | $464.3M | $433.8M | $30.4M | 8 | 3 |
| Oct 2024 | $464.3M | $433.8M | $30.4M | 8 | 3 |
| Jan 2024 | $464.3M | $433.8M | $30.4M | 8 | 3 |
| Jan 2024 | $464.3M | $433.8M | $30.4M | 8 | 3 |
| Jan 2024 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Dec 2023 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Nov 2023 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Oct 2023 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Mar 2023 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Mar 2023 | $389.7M | $378.3M | $11.4M | 9 | 12 |
| Dec 2022 | $364.4M | $347.2M | $17.2M | 10 | 15 |
| Nov 2022 | $364.4M | $347.2M | $17.2M | 10 | 15 |
| Apr 2022 | $364.4M | $347.2M | $17.2M | 10 | 15 |
| Mar 2022 | $364.4M | $347.2M | $17.2M | 10 | 15 |
| Apr 2021 | $315.5M | $298.4M | $17.1M | 10 | 13 |
| Mar 2021 | $315.5M | $298.4M | $17.1M | 10 | 13 |
| Feb 2021 | $259M | $244M | $15M | 9 | 9 |
| Jun 2020 | $259M | $244M | $15M | 9 | 9 |
| Mar 2020 | $259M | $244M | $15M | 9 | 9 |
| Nov 2019 | $207.2M | $201.1M | $6.2M | 10 | 10 |
| Mar 2019 | $207.2M | $201.1M | $6.2M | 10 | 10 |
| Apr 2018 | $161.2M | $155.8M | $5.4M | 9 | 6 |
| Mar 2018 | $161.2M | $155.8M | $5.4M | 8 | 6 |
| Mar 2017 | $136M | $134M | $2M | 8 | 26 |
| Nov 2016 | $141M | $138.5M | $2.5M | 8 | 26 |
| May 2016 | $107.2M | $105M | $2.2M | 8 | 26 |
| Apr 2016 | $107.2M | $105M | $2.2M | 8 | 26 |
DateFeb 2025
Total AUM$562.1M
Discretionary$531.2M
Non-Disc.$30.8M
Employees8
Clients3
DateFeb 2025
Total AUM$562.1M
Discretionary$531.2M
Non-Disc.$30.8M
Employees8
Clients3
DateDec 2024
Total AUM$464.3M
Discretionary$433.8M
Non-Disc.$30.4M
Employees8
Clients3
DateOct 2024
Total AUM$464.3M
Discretionary$433.8M
Non-Disc.$30.4M
Employees8
Clients3
DateOct 2024
Total AUM$464.3M
Discretionary$433.8M
Non-Disc.$30.4M
Employees8
Clients3
DateJan 2024
Total AUM$464.3M
Discretionary$433.8M
Non-Disc.$30.4M
Employees8
Clients3
DateJan 2024
Total AUM$464.3M
Discretionary$433.8M
Non-Disc.$30.4M
Employees8
Clients3
DateJan 2024
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateDec 2023
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateNov 2023
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateOct 2023
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateMar 2023
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateMar 2023
Total AUM$389.7M
Discretionary$378.3M
Non-Disc.$11.4M
Employees9
Clients12
DateDec 2022
Total AUM$364.4M
Discretionary$347.2M
Non-Disc.$17.2M
Employees10
Clients15
DateNov 2022
Total AUM$364.4M
Discretionary$347.2M
Non-Disc.$17.2M
Employees10
Clients15
DateApr 2022
Total AUM$364.4M
Discretionary$347.2M
Non-Disc.$17.2M
Employees10
Clients15
DateMar 2022
Total AUM$364.4M
Discretionary$347.2M
Non-Disc.$17.2M
Employees10
Clients15
DateApr 2021
Total AUM$315.5M
Discretionary$298.4M
Non-Disc.$17.1M
Employees10
Clients13
DateMar 2021
Total AUM$315.5M
Discretionary$298.4M
Non-Disc.$17.1M
Employees10
Clients13
DateFeb 2021
Total AUM$259M
Discretionary$244M
Non-Disc.$15M
Employees9
Clients9
DateJun 2020
Total AUM$259M
Discretionary$244M
Non-Disc.$15M
Employees9
Clients9
DateMar 2020
Total AUM$259M
Discretionary$244M
Non-Disc.$15M
Employees9
Clients9
DateNov 2019
Total AUM$207.2M
Discretionary$201.1M
Non-Disc.$6.2M
Employees10
Clients10
DateMar 2019
Total AUM$207.2M
Discretionary$201.1M
Non-Disc.$6.2M
Employees10
Clients10
DateApr 2018
Total AUM$161.2M
Discretionary$155.8M
Non-Disc.$5.4M
Employees9
Clients6
DateMar 2018
Total AUM$161.2M
Discretionary$155.8M
Non-Disc.$5.4M
Employees8
Clients6
DateMar 2017
Total AUM$136M
Discretionary$134M
Non-Disc.$2M
Employees8
Clients26
DateNov 2016
Total AUM$141M
Discretionary$138.5M
Non-Disc.$2.5M
Employees8
Clients26
DateMay 2016
Total AUM$107.2M
Discretionary$105M
Non-Disc.$2.2M
Employees8
Clients26
DateApr 2016
Total AUM$107.2M
Discretionary$105M
Non-Disc.$2.2M
Employees8
Clients26