RIA Intel›Advisers›New Jersey›VALLEY WEALTH MANAGERS, INC.

VALLEY WEALTH MANAGERS, INC.

Advisory

N·PARAMUS, NJ

Data as of Jan 13, 2026 · Source: SEC Form ADV

Total AUM
$2.3B
1-Year AUM Growth
+2.6%
3-Year CAGR
+5.8%
Employees
34
Assets Under Management
Total AUM$2.3B
Discretionary AUM$2.1B
Non-Discretionary AUM$198M
Discretionary %91.5%
Total Clients982
Team
Total Employees34
Investment Advisers54
Employee Growth (1Y)+9.1%
Filing History
Total Filings on Record74
First FilingFeb 1, 2001
Latest FilingJan 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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