Langley Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Langley Wealth Management reports 1,229 clients. They include 1,130 individual clients, 86 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 90.8% ($337M across 1,714 accounts) are managed with discretion; $34.1M across 113 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 92% | 46% |
| High-net-worth individuals | 7% | 51% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,130 | $170M | 45.8% | $150K |
| High-net-worth individuals | 86 | $188M | 50.7% | $2.18M |
| Charitable organizations | Fewer than 5 | $2.73M | 0.7% | $2.73M |
| Corporations and other businesses | 12 | $10.1M | 2.7% | $845K |
| Total | 1,229 | $371M | 100% | — |
- Clients
- 1,130
- Regulatory AUM
- $170M
- AUM share
- 45.8%
- Avg. per client
- $150K
- Clients
- 86
- Regulatory AUM
- $188M
- AUM share
- 50.7%
- Avg. per client
- $2.18M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.73M
- AUM share
- 0.7%
- Avg. per client
- $2.73M
- Clients
- 12
- Regulatory AUM
- $10.1M
- AUM share
- 2.7%
- Avg. per client
- $845K
Total
- Clients
- 1,229
- Regulatory AUM
- $371M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Langley Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged hourly or as a fixed engagement fee; the brochure states no amount, and fees may be negotiable.
Brian Langley owns 50% to 75% of Langley Wealth Management. The leadership team of Langley Wealth Management includes Chief Compliance Officer Christine Heroux. It has 9 employees, 4 of them in advisory roles.
Leadership
- Christine HerouxChief Compliance Officer
- Brian LangleyManaging Member / Founder and Managing Partner
- Zeb TaylorMember / Partner
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Aaron Robert Hight
- Brian Scott Langley
- Pierce Scott Langley
- Zeb Samuel Taylor
Staff
- 9 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 broker-dealer reps
- 4 insurance agents
- Owns 50% to 75% of Langley Wealth Management, LLC
Brian Langley
Control person · since February 2021
- Owns 25% to 50% of Langley Wealth Management, LLC
Zeb Taylor
Control person · since February 2021
Langley Wealth Management’s regulatory assets grew Infinity× from $0 (May 2021) to $371M (August 2026); employees rose from 6 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $371M | 1,229 | 9 | 1 |
| March 2025 | $297M | 788 | 8 | 1 |
| March 2024 | $256M | 712 | 7 | 1 |
| April 2023 | $204M | 858 | 6 | 1 |
| May 2022 | $221M | 639 | 6 | 1 |
| May 2021 | $0 | 0 | 6 | 1 |
Besides its headquarters, Langley Wealth Management has 0 offices, with 1 listed address in Mississippi.
Mississippi · 1 listed address
- 605 Foote Street, CorinthHQ
Contact and registration details
- Legal name
- Langley Wealth Management, LLC
- Headquarters
- 605 Foote Street, Corinth, MS 38834
- Website
- langleywealthmanagement.com
- Phone
- 662-872-3051
- SEC file
- 801-120616
- Structure
- Mississippi LLC
- Fiscal year end
- December
Langley Wealth Management uses Raymond James ($371M) as custodian for its separately managed accounts. Langley Wealth Management has custody of $14.6M in client assets for 26 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $371M100%
At year end, Langley Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (25%). Its reported 13F holdings for the quarter ended 30 June 2026 total $15.2M across 130 positions; the largest are Walmart Inc. (14.4%), Vaneck Semiconductor ETF (10.2%) and United Parcel Svcs Incorporated Class B (7.3%).
What the accounts hold
- Stocks25%
- Funds60%
- Bonds5%
- Cash8%
- Other2%
- Reits, alternative investments2%
Reported 13F holdings
- $15.2M
- Reported 13F value
- 130
- Positions
- 55.3%
- In the 10 largest
- —
- Value vs. prior quarter
- Walmart Inc.14.4%
- Vaneck Semiconductor ETF · Semiconductr ETF10.2%
- United Parcel Svcs Incorporated Class B · CL B7.3%
- Rtx Corporation4.1%
- Wisdomtree Japan Hedged Equity Fund · Japn Hedge EQT3.5%
- Sunococorp LLC Com Shs LLC · Com Shs LLC3.5%
- Vertiv Holdings Company Com Class A · Com CL A3.2%
- Visa Incorporated Com Class A · Com CL A3.2%
- Vanguard Index Funds S&P 500 ETF Shs New · S&P 500 ETF Shs3.0%
- Shell PLC Spon ADS (united Kingdom) · Spon ADS2.9%
Together, the ten largest are 55.3% of reported value.
How many clients does Langley Wealth Management have?
Langley Wealth Management has 1,229 clients and manages $371 million for them, as of August 2026. They include 1,130 individual clients, 86 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 August 2026
What services does Langley Wealth Management offer?
Langley Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Langley Wealth Management charge?
Langley Wealth Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: LANGLEY WEALTH DISCLOSURE BROCHURE, filed 25 March 2026
Which custodians does Langley Wealth Management use?
Langley Wealth Management’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $371M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 August 2026
How many financial advisors does Langley Wealth Management have?
Langley Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 9 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Langley Wealth Management invest in?
At the end of its last fiscal year, Langley Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 8% cash and equivalents, 5% investment grade corporate bonds and 2% other. The 2% other category is described as: Reits, Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Langley Wealth Management?
Langley Wealth Management’s direct owners are Brian Langley (50% to 75%) and Zeb Taylor (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 26 August 2026
How does Langley Wealth Management get paid?
Langley Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Langley Wealth Management registered with the SEC?
Yes, Langley Wealth Management has been registered with the SEC as an investment adviser since 26 March 2021. Its CRD number is 312823 and its SEC file number is 801-120616.
Source: Form ADV Part 1A, Item 1, filed 26 August 2026; IAPD firm record
How do I contact Langley Wealth Management?
Langley Wealth Management’s main office is at 605 Foote Street, Corinth, MS 38834. Its phone number is 662-872-3051. Its website is langleywealthmanagement.com.