TANGLEWOOD LEGACY ADVISORS, LLC
SEC RegisteredStewardship. Solutions. Impact.
About the firm
Tanglewood Legacy Advisors serves as the Family CFO, acting as financial advocates and partners with families and successful business owners. They orchestrate a virtual boardroom, bringing advisors together to discuss and optimize clients' needs across financial, tax, business, philanthropic, and estate planning. They work to construct clear pathways that help foster confidence and clarity in the lives of the families they serve.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Liquidity and Exit Planning (including liquidity planning, valuation consulting, and post-transaction planning), Wealth Planning and Investment Management (including strategic coordination of financial, tax, philanthropic, and estate planning, customized portfolio creation, risk mitigation and cashflow generation, and concierge services), and coordination of a virtual boardroom of advisors.
Who they serve
Entrepreneurs and business owners looking to understand exit and monetization options, and Family Stewards who have accumulated financial success and are looking to grow and protect it for generations to come; specifically families and successful business owners who aspire to be good stewards of their wealth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 41 | $10M |
| High Net Worth Individuals | 121 | $730M |
13 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TANGLEWOOD LEGACY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.