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| Happy Holidays!! thanks for using AUM13F!! |
| Langley Wealth Management LLC
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| CRD # | 312823 |
| SEC # | 801-120616 |
| CIK # | |
| AUM | $297.1 M (2025-03-21) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 662-872-3051 |
| Address | 605 Foote Street Corinth, MS 38834 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 699 | 151.4 |
| (b) Individuals (high net worth individuals) | 71 | 140.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,712 | 297.1 |
| By Discretionary | ||
| Discretionary | 839 | 266.5 |
| Non-Discretionary | 873 | 30.6 |
| Total | 1,712 | 297.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 297.1 | |
| Total | 1,712 | 297.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Carolina Wealth Advisors LLC
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|
SC | 0.3 |
|
Salvus Wealth Management LLC
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|
NJ | 0.3 |
|
Gunpowder Capital Management LLC
✚
|
MD | 0.3 |
|
Strategent Financial LLC
✚
|
VA | 0.3 |
|
Hicks Capital Management LLC
✚
|
OH | 0.3 |
|
Wealth Advisors Network Inc
✚
|
NE | 0.3 |
|
MacroView Investment Management LLC
✚
|
MD | 0.3 |
|
Core Compliance Group LLC
✚
|
SC | 0.3 |
|
Futura Asset Advisors LLC
✚
|
FL | 0.3 |
|
First Financial Advisors Inc
✚
|
MI | 0.3 |