Langley Wealth Management, LLC

Overview

Langley Wealth Management, LLC is an independent registered investment adviser that operates as a limited liability company and is owner-managed. The firm provides financial planning and portfolio management for individuals, families and small businesses, and it also serves institutional clients. It functions as a capital allocator and offers selection-of-other-advisers services in addition to direct portfolio management. Langley combines fee billing on a percentage-of-AUM basis with hourly and fixed-fee engagements, and the firm also maintains broker-dealer registered representative and insurance brokerage activities. The firm registered with the SEC in 2021 and does not identify as an ESG investor or a multi-state adviser. Its advisory scope explicitly includes financial planning and adviser selection, while pension consulting and related-adviser arrangements are not part of its stated activities.

Assets & Accounts

Public Holdings

Investments & Alternatives