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VALLEY WEALTH MANAGEMENT
VALLEY WEALTH MANAGEMENT LLC
CRD 327845 · SEC 801-135905
509 S WASHBURN ST, OSHKOSH, WI, 54904, United States
Phone
920-966-9520
Fax
(920) 273-2766
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.5M
Discretionary AUM
$111.5M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 326 | $73.6M |
| High net worth individuals | 19 | $35.8M |
| Corporations/business entities | 2 | $2.2M |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD