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VALPEY FINANCIAL SERVICES LLC
CRD 154154File 801-118576
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.0M
Below cohort median (national)
Discretionary AUM
$211.6M
Non-discretionary $14.4M
Clients
186
616 accounts
Employees
4
Below cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 28, 2020
- Principal office
- 100 NORTH MAIN STREET SUITE 500, CONCORD, NH, 03301
- Phone
- 603-856-7945
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.0M
- Discretionary AUM
- $211.6M
- Non-discretionary AUM
- $14.4M
- Discretionary accounts
- 488
- Non-discretionary accounts
- 128
- Total accounts
- 616
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $181.0M |
| Individuals (other than high net worth individuals) | 117 | $45.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.