Langley Wealth Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$371M

Discretionary

$337M

91% of AUM

Avg account

$203K

Accounts

1,827

Employees

Advisory reps

Firm details

Headquarters: Corinth, Mississippi
CRD number: 312823
Registered since: March 26, 2021
Website: www.langleywm.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.69%
Individuals45.84%
Corporations / Businesses2.74%
Charitable Organizations0.74%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Langley Wealth Management, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2021. It serves both individual and family clients as well as institutional accounts and operates as a capital allocator that can place client capital with third-party managers. The firm provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. In addition to its RIA activities, the firm’s principals are registered representatives of a broker-dealer and act as insurance brokers. Langley does not identify as an active ESG investor and is not a multi-state adviser.