# Langley Wealth Management, LLC

> Langley Wealth Management, LLC is an SEC-registered investment advisory firm in Corinth, MS, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.

- CRD: 312823
- Filed as: LANGLEY WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Corinth, MS
- Filing period: October 2026
- Form ADV filing dated: August 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312823
- AdvisorCensus page: https://advisorcensus.com/firm/langley-wealth-management-llc-corinth-ms-312823

## Quick answers

**How is Langley Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Langley Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Langley Wealth Management, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Langley Wealth Management, LLC located?**
Langley Wealth Management, LLC's principal office is in Corinth, MS, according to its Form ADV.

**Is Langley Wealth Management, LLC registered with the SEC or a state?**
Langley Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312823.

**How much does Langley Wealth Management, LLC manage?**
Langley Wealth Management, LLC reports $370,645,602 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (91% discretionary).

**How have Langley Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Langley Wealth Management, LLC: Regulatory assets under management: $208,641,942 in the October 2021 data and $370,645,602 in the October 2026 data, up 78%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Langley Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,130); high net worth individuals (86); corporations or other businesses not listed above (12).

**Which custodians does Langley Wealth Management, LLC use?**
Langley Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Langley Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312823

**Does Langley Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 25, 2026 says: "Langley Wealth generally does not impose a minimum relationship size."

**What changed in Langley Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $297,148,001 to $370,645,602 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Wealth management fees range from 0.50% to 1.50% annually. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.

- Account minimum: None

> Langley Wealth generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $370,645,602
- Discretionary: $336,582,380
- Non-discretionary: $34,063,222

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,130 | $169,889,409 |
| High net worth individuals | 86 | $187,880,518 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $2,731,616 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $10,144,059 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 9 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, FL, GA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- langleywm.com
- Facebook @langleywealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $208,641,942 | 6 | September 14, 2021 |
| October 2022 | $221,357,662 | 6 | May 12, 2022 |
| October 2023 | $203,887,472 | 6 | April 4, 2023 |
| October 2024 | $255,790,637 | 7 | March 1, 2024 |
| October 2025 | $297,148,001 | 8 | March 21, 2025 |
| October 2026 | $370,645,602 | 9 | August 26, 2026 |

Regulatory assets under management: $208,641,942 in the October 2021 data and $370,645,602 in the October 2026 data, up 78%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $297,148,001 to $370,645,602 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Langley Wealth Management, LLC (CRD 312823): Form ADV filing data as of October 2026.