Valley Wealth Managers, Inc.

Registered investment adviser · Paramus, NJ · CRD #108879

Form ADV data as of 2026-09-01

Regulatory assets

$2.69 billion

Total accounts

2,063

Employees

Disclosure events

Firm details

Website: https://www.valley.com/personal/wealth-management
Telephone: 888-794-7940
SEC file number: 801-25461
Most recent Form ADV filing: 2026-03-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.54 billion
Non-discretionary regulatory assets under management	$145.8 million
Total regulatory assets under management	$2.69 billion
Discretionary accounts	1,954
Non-discretionary accounts	109
Total accounts	2,063
Regulatory assets under management attributable to non-U.S. persons	$47.4 million

People

Total employees (excluding clerical)	54
Employees performing investment advisory functions (including research)	34
Employees who are registered representatives of a broker-dealer	41
Employees registered as investment adviser representatives with a state	50
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	24
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementHourly charges

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Banking or thrift institutionInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Executes agency cross transactions involving advisory client securities
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	413	$205.0 million
High net worth individuals	441	$1.86 billion
Pension and profit sharing plans (not the participants or government plans)	18	$332.2 million
Charitable organizations	21	$86.6 million
Corporations or other businesses not listed above	76	$205.6 million