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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Horizon pathwayMomentum prime
- Established Date
- 03-26-2021
- Office Locations
- 1
Office Locations
About Langley Wealth Management, LLC
Langley Wealth Management is a retirement-focused advisory firm serving individuals and business owners with broad-based financial planning and tailored investment strategies. The team emphasizes sound risk management and portfolio construction using quality investment products, including ETFs and mutual funds. Based in Corinth, MS, the practice is Raymond James-custodied and supports clients through major life transitions with personal, efficient service.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRIAN SCOTT LANGLEY
FOUNDER, Managing Member, Managing Partner
- CRD
- #2439767
- Ownership
- 75% or more
ZEB SAMUEL TAYLOR
Financial Advisor, PARTNER
- CRD
- #6408352
- Ownership
- 10% but less than 25%
Radial pathway
Signal radial capital
- CRD
- #91848
- Ownership
- 33.5%
Showing 2 of 3 owners & executives
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Aaron Robert Hight
--
- CRD
- #6864364
Pierce Scott Langley
--
- CRD
- #7987251
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $336,582,380 | $196,372 |
| Non-Discretionary | $34,063,222 | $301,444 |
| Total | $370,645,602 | $202,871 |
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Separately Managed Accounts
Total SMA Asset: $370,645,602
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $476,879,648 | 21.7% |
| Equity - Exchange | $375,789,953 | 17.1% |
| Cash | $540,610,108 | 24.6% |
| Corporate - Investment Grade | $364,801,943 | 16.6% |
| Other | $439,520,414 | 20.0% |
| Total | $2,197,602,066 | 100.0% |