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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tanglewood Legacy Advisors LLC
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|---|---|
| CRD # | 127289 |
| SEC # | 801-107793 |
| CIK # | 0001965616 |
| AUM | $562.1 M (2025-02-10) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 713-599-4999 |
| Address | One Riverway, Suite 1550 Houston, TX 77056 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| SM Energy Co | 1.8 | ||
| Caterpillar Inc | 1.8 | ||
| Microsoft Corp | 1.7 | ||
| Southwest Airlines Co | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 56 | 16.3 |
| (b) Individuals (high net worth individuals) | 107 | 479.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 30.8 |
| (h) Charitable organizations | 0 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 25.9 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 562.1 |
| By Discretionary | ||
| Discretionary | 518 | 531.2 |
| Non-Discretionary | 4 | 30.8 |
| Total | 522 | 562.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 562.1 | |
| Total | 522 | 562.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965616] |
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|---|---|---|
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DE | 0.6 |
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CA | 0.6 |
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Essex LLC
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IN | 0.6 |
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Golden State Asset Management LLC
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|
Keel Wealth Management LLC
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Financial Security Management Inc
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CO | 0.6 |