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Langer Wealth Management LLC (Wilmington)


Langer Wealth Management LLC is an adviser based in Wilmington. It manages $13.56 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of North Carolina.

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Langer Wealth Management provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Langer Wealth Management: assets under management

The assets under management (AUM) of Langer Wealth Management LLC is $13.56 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.56 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Langer Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Wilmington

The principal office where Langer Wealth Management LLC performs its advisory services is located at 1209 Culbreth Dr, Ste 100, Wilmington, NC 28405 8318, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-350-4070 or by fax 866-514-0881. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.langerwealth.com.


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