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VALLEY WEALTH MANAGERS, INC.
CRD 108879File 801-25461
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.69B
Top 25% of cohort (national)
Discretionary AUM
$2.54B
Non-discretionary $145.8M
Clients
969
2,063 accounts
Employees
54
Top 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 11, 1985
- Principal office
- 80 EAST RIDGEWOOD AVE, SUITE 3, PARAMUS, NJ, 07652
- Phone
- 888-794-7940
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.69B
- Discretionary AUM
- $2.54B
- Non-discretionary AUM
- $145.8M
- Discretionary accounts
- 1,954
- Non-discretionary accounts
- 109
- Total accounts
- 2,063
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 76 | $205.6M |
| Charitable organizations | 21 | $86.6M |
| High net worth individuals | 441 | $1.86B |
| Pension and profit sharing plans | 18 | $332.2M |
| Individuals (other than high net worth individuals) | 413 | $205.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 982 | 969 | decreased by13 |
| Apr 1, 2026 | AUM | $2,317,257,859 | $2,685,875,358 | increased by$368,617,499 |
| Apr 1, 2026 | Accounts | 1,957 | 2,063 | increased by106 |
| Feb 1, 2026 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 54 | increased by37 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 742 | 982 | increased by240 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,102,286,832 | $2,317,257,859 | increased by$214,971,027 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,646 | 1,957 | increased by311 |
| Apr 1, 2022 | Employees | 20 | 17 | decreased by3 |
| Apr 1, 2022 | Clients | 736 | 742 | increased by6 |
| Apr 1, 2022 | AUM | $1,883,297,480 | $2,102,286,832 | increased by$218,989,352 |
| Apr 1, 2022 | Accounts | 1,659 | 1,646 | decreased by13 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VALLEY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VALLEY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.