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Our Vision

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Value Estimate
Not for sale

Miscellaneous Intermediation in Houston, Texas

Tanglewood Legacy Advisors, LLC

Baton Estimate

$3.5M

Estimate withheld

Est. Revenue

Estimate withheld

Est. Cash Flow

9

Employees

About this business

Tanglewood Legacy Advisors, LLC is a private wealth advisory firm in Houston, Texas that develops wealth planning and investment management strategies for entrepreneurs, corporate executives, and family stewards. Established in 2003, the firm draws on more than 120 years of combined wealth planning experience and specializes in investment consulting, wealth planning, and exit planning for a limited number of client families.

How this business ranks

Ranked within its competitive set — the local and regional miscellaneous intermediation businesses it competes with. Rankings are based on Baton's revenue and cash-flow estimates for this business.

Overall rank in its competitive set

#15

of 18 businesses

Across its local and regional competition in miscellaneous intermediation , scored on revenue and reputation.

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