LANGLEY WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$31.4M

Discretionary

0% of AUM

Avg account

$207K

Accounts

152

Employees

Advisory reps

Firm details

Headquarters: ATHENS, Georgia
CRD number: 292543
Website: langleywealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.61%
HNWI36.7%
Pension & Profit Sharing Plans12.69%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Langley Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management services, including planning for small-business owners and selecting outside advisers on clients’ behalf. Its fee model combines asset-based charges with hourly and fixed-fee engagements. Langley identifies itself as a capital allocator and reports no active ESG investing program. The firm is not operating across multiple states and is not newly formed.