Langley Wealth Management

Langley Wealth Management provides investment advice and financial planning primarily to individual clients, delivering ongoing non‑discretionary portfolio management and standalone financial planning engagements. The firm’s brochure describes tailored recommendations based on each client’s financial condition, goals, risk tolerance, liquidity needs, and investment time horizon, with a preference for diversified, mutual‑fund‑based, risk‑based portfolios.

The firm operates under a non‑discretionary model — its ADV reports $0 in discretionary assets and $31,397,950 in non‑discretionary assets as of December 31, 2025 — so Langley makes recommendations that clients review and approve and rebalances portfolios periodically as part of a strategic asset allocation approach that can include mutual funds, ETFs, stocks and bonds. Account reviews are typically performed quarterly, and Langley recommends custodial arrangements with Charles Schwab or ADP while providing client reporting and monitoring through third‑party platforms.

Langley’s predominately non‑discretionary asset base and the firm’s reported absence of discretionary management distinguish it from most supported peers, which typically manage at least some discretionary accounts. The brochure also notes use of a turnkey/back‑office provider (Focus Partners Advisor Solutions) for operational support and explicitly states the firm does not accept proxy‑voting or discretionary authority, underscoring a model in which clients retain implementation control.