LANGLEY WEALTH MANAGEMENT, LLC
Adviser information for LANGLEY WEALTH MANAGEMENT, LLC last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Mississippi, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,316 | $223.1M |
| Non-Discretionary | 125 | $32.7M |
| Total | 1,441 | $255.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 643 | $112.1M |
| HNW Individuals | 62 | $140.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $2.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $828,513 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-120616 |
|---|---|
| SEC ERA File Number | 801-120616 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312823 |
| Legal Entity Identifier | None |
Principal Office
605 FOOTE STREETCORINTH
MS
United States
Monday - Friday, BY APPOINTMENT
Tel: (662) 872-3051, Fax: (662) 286-7006
Chief Compliance Officer
CHRISTINE HEROUX
36 W. PIKE STREET
FLOOR 2
COVINGTON
KY
United States
Tel:
859-309-8274
C******@*******M
(Full email address available in API data)
Regulatory Contact
ZEB TAYLOR
PARTNER
605 FOOTE ST
CORINTH
MS
United States
Tel:
662.872.3051
Z******@************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LANGLEY, BRIAN, SCOTT | Individual | – | MANAGING MEMBER / FOUNDER AND MANAGING PARTNER | 02/2021 | > 75% |
| TAYLOR, ZEB, SAMUEL | Individual | – | MEMBER / PARTNER | 02/2021 | 10-25% |
| HEROUX, CHRISTINE, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |