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- Custodian
- ADP ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-26-2018
- Office Locations
- 1
Office Locations
About Langley Wealth Management
Langley Wealth Management is a Watkinsville, GA registered investment adviser providing comprehensive, personalized financial planning and investment management for individuals and families, with a relationship-first process that revisits goals, retirement readiness, and risk tolerance over time. Portfolios emphasize asset allocation and are commonly implemented with mutual funds and ETFs, with Schwab as a key custodian.
Team overview
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Owner & Executives
DWIGHT DAXON LANGLEY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2840337
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,397,950 | -- |
| Total | $31,397,950 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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