Overview
Assets Under Management: $297 million
Headquarters: CORINTH, MS
High-Net-Worth Clients: 71
Average Client Assets: $2 million
Frequently Asked Questions
LANGLEY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312823), LANGLEY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LANGLEY WEALTH MANAGEMENT, LLC is headquartered in CORINTH, MS.
LANGLEY WEALTH MANAGEMENT, LLC serves 71 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, LANGLEY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LANGLEY WEALTH MANAGEMENT, LLC manages $297 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, LANGLEY WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,712
Discretionary Accounts: 839
Non-Discretionary Accounts: 873
Regulatory Filings
CRD Number: 312823
Filing ID: 1952173
Last Filing Date: 2025-03-21 14:03:00
Website: https://kbc.team