Langley Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$297,148,001
This total excludes 18 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
770
9% high-net worth
Total advisors
3
of 8 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
257
Average account size
$385,906
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Financial planning services may be charged on a fixed engagement fee basis; specific amounts not stated.
0.50% to 1.50% annually (range depending on account size and negotiation)
Some Advisory Persons receive commissions as Registered Representatives of PKS and as licensed insurance professionals; these commissions are separate from Langley Wealth's fees.
Financial planning services may be charged on an hourly basis; specific hourly rates not stated.
Account minimum: Langley Wealth generally does not impose a minimum relationship size. Fee-only: Wealth management fees range from 0.50% to 1.50% annually based on assets under management, paid quarterly in arrears; Financial planning services offered on an hourly or fixed engagement fee basis.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Langley Wealth Management, LLC
605 Foote Street
Corinth MS 38834, United States
Number of offices
1
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