Firm profile

LANGLEY WEALTH MANAGEMENT, LLC

CORINTH, MSCRD 312823Latest ADV March 25, 2026

Langley Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Corinth, MS. Its latest Form ADV filing, dated March 25, 2026, reports $371M in regulatory assets under management, 9 employees, and 1,827 accounts.

Assets Under Management
$371M
Employees
9
Offices
--
Total Clients
1,229
Primary office
CORINTH, MS
605 FOOTE STREET, CORINTH, MS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOChristine M. Heroux

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 91.9% of total clients.
Top client categories% of clientsClients
1
Individuals
91.9%
1,130
2
HNWI
7.0%
86
3
Corporations
1.0%
12
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$371Mas of March 25, 2026
Discretionary90.8%
$337M
91% of total RAUM90.8%
Non-discretionary9.2%
$34M
9% of total RAUM9.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$371M
Total Accounts1,827
10Y AUM Change+$371M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee137:1
10Y Employee Change+7 (+350.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.