VALLEY WEALTH MANAGEMENT

Legal name: VALLEY WEALTH MANAGEMENT LLC

CRD 327845File 801-135905

APPROVED

Retail clients

Custody

Filing as of Apr 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$111.5M

Bottom 25% of cohort (national)

Discretionary AUM

$111.5M

Clients

347

513 accounts

Employees

Bottom 25% of cohort in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 5, 2026
Principal office: 509 S WASHBURN ST, OSHKOSH, WI, 54904
Phone: 920-966-9520
Website: https://x.com/valley_wealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $111.5M
Discretionary AUM: $111.5M
Non-discretionary AUM: $0
Discretionary accounts: 513
Non-discretionary accounts: 0
Total accounts: 513
AUM per client: $321K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.2M
High net worth individuals	19	$35.8M
Individuals (other than high net worth individuals)	326	$73.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
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: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
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.