Langley Wealth Management, Llc
- Regulatory AUM
- $371M
- Discretionary
- $337M
- Clients
- 1,229
- Avg AUM / client
- $302K
- Accounts
- 1,827
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,130 | $170M | 45.8% |
| High net worth individuals | 86 | $188M | 50.7% |
| Charitable organizations | 1 | $2.7M | 0.74% |
| Corporations and other businesses | 12 | $10.1M | 2.74% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Scott Langley | Managing Member / Founder And Managing Partner | Feb 2021 (6y) | 75% or more | |
| Zeb Samuel Taylor | Member / Partner | CFP | Feb 2021 (6y) | 10% – 25% |
| Heroux, Christine, Marie | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Pierce Scott Langley | Registered representative | Oct 2024 (2y) | ||
| Aaron Robert Hight | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 917 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $371M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗