← Back to searchVisit website
VALLEY WEALTH MANAGERS, INC.
CRD 108879 · SEC 801-25461
80 EAST RIDGEWOOD AVE, SUITE 3, PARAMUS, NJ, 07652, United States
Phone
888-794-7940
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.69B
Discretionary AUM
$2.54B
Team
54 total employees; 34 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $205.0M |
| High net worth individuals | 441 | $1.86B |
| Pension/profit sharing plans | 18 | $332.2M |
| Charitable organizations | 21 | $86.6M |
| Corporations/business entities | 76 | $205.6M |
States served
VT, AL, CA, CO, DE, GA, IL, KY, LA, MD, MA, MI, NV, NJ, NY, NC, OH, PA, SC, VA, WI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD