Valley Wealth Managers, INC.
Paramus, NJ·SEC-registered · CRD #108879
Valley Wealth Managers, INC. is an SEC-registered investment advisory firm in Paramus, NJ managing $2.7B across 2.2k client accounts, with 34 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.7B
Client accounts
2.2k
Advisory staff
34
Fee model
Fee-only
How Valley Wealth Managers, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Valley Wealth Managers, INC.
How much does Valley Wealth Managers, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Valley Wealth Managers, INC. reports $2.7B in regulatory assets under management across roughly 2.2k client accounts.
How does Valley Wealth Managers, INC. charge?
Valley Wealth Managers, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Valley Wealth Managers, INC. a fiduciary?
Yes. Valley Wealth Managers, INC. is registered with the U.S. Securities and Exchange Commission (CRD #108879), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Valley Wealth Managers, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Valley Wealth Managers, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Paramus, NJ
Profile compiled from Valley Wealth Managers, INC.'s public SEC Form ADV filing (CRD #108879, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Valley Wealth Managers, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Valley Wealth Managers, INC.? Claim this profile.