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Matthew Douglas Berti

TANGLEWOOD LEGACY ADVISORS, LLC·HOUSTON, Texas
Series 65Clean record9 years registeredTANGLEWOOD LEGACY ADVISORS, LLC
ONE RIVERWAY, SUITE 1550, HOUSTON, TX 77056CRD# 6758981Firm CRD# 127289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Douglas Berti · HOUSTON, TX
Registration
CRD #6758981 · TANGLEWOOD LEGACY ADVISORS, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

RHP WEALTH MANAGEMENT
Dec 2023 – present
TANGLEWOOD LEGACY ADVISORS, LLC
Jun 2020 – Dec 2023
HOUSTON, TX
SPEIGHT ASSET MANAGEMENT, LLC
Mar 2017 – May 2020
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 23, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TANGLEWOOD LEGACY ADVISORS, LLC
CRD 127289 · SEC 801-107793
AUM
$464M
Regulatory assets under management
Employees
8
156 client accounts
Services offered by TANGLEWOOD LEGACY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TANGLEWOOD LEGACY ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Matthew Douglas Berti offer?
Matthew Douglas Berti specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Matthew Douglas Berti's credentials?
Matthew Douglas Berti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Douglas Berti located?
Matthew Douglas Berti is based in HOUSTON, Texas, working with TANGLEWOOD LEGACY ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Matthew Douglas Berti charge for services?
Matthew Douglas Berti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TANGLEWOOD LEGACY ADVISORS, LLC?
TANGLEWOOD LEGACY ADVISORS, LLC has approximately 8 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Todd Gardener
HOUSTON, TX
CFP
Kevin Bruce Roth
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CFP

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