SourcingSourcing

LANGLEY WEALTH MANAGEMENT, LLC

C38
CRD 312823·SEC 801-120616·CORINTH, MS
AUM
$370.6M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANGLEY WEALTH MANAGEMENT, LLC
CRD
312823
SEC file #
801-120616
EIN
—
DBA names
—

Economics

AUM
$370.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$208.6M → $370.6M▲ +78%
Client mix
Individuals Other1,130
Individuals High Net Worth86
Corporations12
Charitable Organizations1

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
CORINTH MS
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
facebook.com/langleywealthmanagement(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LANGLEY, BRIAN, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LANGLEY, BRIAN, SCOTT
TAYLOR, ZEB, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:langley.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1548
Soi Zip Pct 200k Plus
0.037
Soi Zip Returns 200k Plus
380
Soi Zip Total AGI
637,750
Fdic Zip Total Deposits
18,768,207,000
Fdic Zip Branch Count
481
Fdic Zip Top Banks
Trustmark National Bank
BancorpSouth Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Bank of MississippiCorinth, MS
Bank of MississippiCorinth, MS
Fdic Zip HHI
1008.7
Fdic Zip Top Bank Share Pct
20.68
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,810
Returns3,570
Stub 2
AGI104,663
Returns2,870
Stub 3
AGI81,890
Returns1,340
Soi Zip Total Business Income
23,219
Soi Zip Total Cap Gains
20,480
Soi Zip Total Dividends
6,881
Soi Zip Total Returns
10,270
Top Owner CRD
2439767
Trust Company Affiliate
No

People (5)

5
LANGLEY, BRIAN, SCOTT
IAR · Direct Owner · 87.5%
2439767
TAYLOR, ZEB, SAMUEL
IAR · Direct Owner · 17.5%
6408352
CHRISTINE MARIE HEROUX
Executive Officer · 2.5%
6124348
Pierce Scott Langley
IAR
7987251
Aaron Robert Hight
IAR
6864364