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LANGLEY WEALTH MANAGEMENT, LLC

CORINTH, MS · CRD 312823 · IAPD ↗ · (662) 872-3051

$370.6MRegulatory AUM
4Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — LANGLEY WEALTH MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — LANGLEY WEALTH MANAGEMENT, LLC reported RAUM up 25% ($203.9M -> $255.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — LANGLEY WEALTH MANAGEMENT, LLC now reports custody of client assets ($8.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.