Langley Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$357,769,927
Clients
1,216
Advisors
4
of 9 employees
About
Langley Wealth Management provides wealth management, investment management, and financial planning to individuals, high net worth individuals, trusts, and estates, serving as a fiduciary and managing approximately $370.6 million in client assets with the majority managed on a discretionary basis. The firm charges percentage‑of‑AUM advisory fees and offers portfolio management and related services commonly found among team advisory firms.
The firm’s investment approach is primarily long‑term and combines fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds, and it may employ covered options or limited partnership investments when appropriate. Langley Wealth may also use short‑term margin borrowings in managed accounts and conducts periodic account reviews, while allowing clients to place reasonable investment restrictions.
Noteworthy distinctions include that some advisory personnel are also registered representatives of Purshe Kaplan Sterling Investments and licensed insurance professionals, so certain recommendations can be implemented in a separate, commission‑based capacity (a disclosed potential conflict of interest). The firm also has an unusually high client‑to‑advisor ratio — roughly 1,216 clients across four advisors (over 300 clients per advisor) — and maintains an institutional relationship with Raymond James that provides platform and software benefits to the firm.
Client services
Expertise
Fee options
Financial planning services may be charged fixed engagement fee; fees negotiable
$0+: 0.50% annually +: up to 1.50% annually
Some Advisory Persons as Registered Representatives earn commissions separately; also insurance commissions separate from advisory fees
Financial planning services may be charged hourly; fees negotiable
Fee-only: Wealth management fees range from 0.50% to 1.50% annually; Financial planning fees charged hourly or fixed engagement fee, negotiable
Main office
605 Foote Street
Corinth MS 38834
Advisors at this office
4
Most active in
Alabama · Arkansas · Florida · Georgia · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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