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 formed as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator for both individual/family clients and institutional relationships, combining fee arrangements that include a percentage of assets under management with hourly and fixed-fee engagements. Langley also conducts brokerage and insurance activities through registered representative and insurance broker roles. The advisory side emphasizes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of outside advisers and managers. The firm does not identify itself as an active ESG investor and its operating footprint appears focused rather than multi-state or consultant-driven.