TANGLEWOOD LEGACY ADVISORS, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 127289). Regulatory assets under management: $809.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Kevin Bruce Roth | CHIEF EXECUTIVE OFFICER | — |
| Andrew Todd Gardener | CHIEF COMPLIANCE OFFICER / CHAIRMAN | — |
| PIKE SHANNON JON | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT | — |
| GARDENER ANDREW TODD | CHIEF COMPLIANCE OFFICER / CHAIRMAN; CHIEF COMPLIANCE OFFICER / PRESIDENT; PRESIDENT (+1 more) | — |
| WIND BRENDA LEA | CHIEF COMPLIANCE OFFICER | — |
| ROTH PETER BRUCE | CHIEF EXECUTIVE OFFICER | — |
| Berti Matthew Douglas | CHIEF COMPLIANCE OFFICER | — |